Updating Tasks in Schedules
You may need to periodically manually update information on a task that is running, and in this case, you can reopen it. When you reopen a task, it is reset to Open with Assignee status, and you can edit the information. For example, you can change the instructions and references, attributes, and questions. If you make changes, previous answers to questions are cleared.
Reopening a series of tasks does not reestablish the predecessor relationships. All end-user tasks are reset to Open with Assignee. No tasks are reverted to Pending status.
You may also need to restart System-Automated tasks if they end in error. You can reopen the tasks to rerun the process.
You can reopen tasks under these conditions:
Table 9-1 Conditions for Reopening Tasks
Task Status | End-User | System-Automated |
---|---|---|
With Assignee/Running |
You can edit or import data into the Instruction, Attribute, or Question sections. When you save the task, it is reset to the Assignee, and the answers to questions are cleared. |
No updates are allowed to running system-automated tasks. |
With Approver |
You can edit or import data in to the Instruction, Attribute, or Question sections. When you save the task, it is reset to the Assignee, and the answers to questions are cleared. |
Approver must reject the task, which sets it to Error status. From Task Details, the task owner can click Reopen to reopen the task and make changes. When you save the task, the web service runs again. |
Closed/Error |
From Task Details, the task owner can click Reopen to reopen the task and make changes. When you save the task, it is reset to the Assignee. |
From Task Details, the task owner can click Reopen to reopen the task and make changes. When you save the task, the web service runs again. |
To update tasks in a schedule: