- Administrator's Guide
- Managing Tasks
- Selecting the Workflow
Selecting the Workflow
To select the workflow:
- From the New Task dialog box, select the Workflow tab.
- The Workflow tab contains the Assignee and Approver assignments.
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Enter this information for the Assignee:
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Assignee—The user names available for selection as preparer are only those users authorized with the preparer role. To select to assign an Assignee to a named user, team, or Shared Services Group click
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For an End-User task, for Assignee, click Select Assignee
to find a user.
Note:
The Assignee can be an individual user, group, or team. If you do not select an Assignee, the owner becomes the default Assignee. Parent and automated tasks have no Assignees.
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For a System-Automated task, for Run As, click Select Run As Account, search for and select a user under which tasks of this type are run, and click OK.
Note:
If the selected Run As user is the user creating the task, authorization is not required.
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Require Action By—Displays when an Assignee is set to be a team or group.
Select One:
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Any Assignee—By default, one and only one Assignee needs to submit the task.
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All Assignees—Every user on the team has to submit the task before workflow proceeds to the next step.
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Backup—If you assigned a user for the primary Assignee, you can assign a backup user authorized as an Assignee:
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Click Backup
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Enter the First Name and Last Name or click Search to select a backup user.
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Click OK.
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Starts
Select a start date, then select the time of day, in increments of 15 minutes, for the task to start.
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Ends
Select an end date, then select the time of day, in increments of 15 minutes, for the task to end.
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Optional: For Minimum Duration, enter the minimum duration of a task in the form of Days, Hours, and Minutes. An At Risk criteria is based on the condition if the Start date was missed and (the End_date minus the Current_date is less than the minimum task duration or the End_Date minus the Start_Date is less than the minimum duration). The At Risk tasks display in the Needs Attention Graph in the Status Chart of the Dashboard.
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Optional: For an End-User task, select Allow Early Start to allow the Assignee to open the task before the scheduled start time.
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Enter this information for the Approver:
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Level Name
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Backup
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End Date
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Require Action By—Displays when an Approver is set to be a team or group.
Select One:
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Any Approver—By default, one and only one Approver needs to submit the task.
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All Approvers—Every user on the team has to submit the task before workflow proceeds to the next step.
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- See also: