Task Manager Terms

Table 30-1 Task Manager Terms

Term Description

Tasks

A unit of action in the application, for example, data entry or data consolidation. Power users define the tasks that comprise a business process. Users can read task instructions, answer questions, submit, reassign, approve, and reject tasks, and can access tasks from email notifications or by logging on to the application.

Integration Types

A definition of a service provided by an application.

Task Types

Identify and categorize tasks commonly performed; for example, Data Entry, or G/L Extract. The Task Type enables you to set default information, such as settings that need to be input by the user, and questions or instructions that are shared by all tasks of that type. Task Types are often based on Integration Types.

Execution Types

End-users, System-Automated Task, Event Monitoring Task

Templates

Business processes that are repeatable. Administrators can create templates for different types of business processes, such as monthly or quarterly.

Schedules

Defines the chronologically ordered set of tasks that must be executed for a specific business period, and is the alignment of a template's generic business process days to calendar dates.

Dashboard

This view presents a portal-style interface with views into schedules and task lists, and high-level summaries into which you can drill down for greater detail.

Alerts

Notifications from users on issues that they encounter during the process, such as hardware or software issues. Users create alerts identifying a problem and assign them to be resolved.