Defining Task Scope

The Task Scope has three possible functions:

  • Defining the essence of the task
    • Module tasks - for their links
    • Category-based decision task - for the data to be checked
    • Update category task - for the data to updated
    • Query-based portfolio - which portfolios should be refreshed
    • Change home portfolio - Which Items or Portfolios should have their Home Portfolio changed
    • Embedded workflow -For defining the Scope of tasks included in an Embedded Workflow whose scope is set to be inherited scope from the Embedded Workflow
  • Determining the Performer of a Task or Manager of an Embedded Workflow - If the Performer of a Manual task or the Manager of the Embedded Workflow is defined as a role (Category of data type user) a scope is needed to resolve that role.
  • Generating multiple tasks (iterative tasks) from one task definition - The Scope Item or Portfolio together with a Scope level value of 1 or more levels below, Both or All, generates multiple tasks (according to the number of Items or Portfolios for a single specific Performer, or for many Performers, if the Performer is defined as a Role or Group.

The Task dialog box Scope section includes the following fields:

  • Item or portfolio: For selecting the Scope item or Portfolio of this task.
  • Scenario: For selecting a pre-defined Portfolio scenario. Relevant to the Module: Investor task only.
  • Scope level: For defining a task scope relative to the selected Scope item or portfolio. Scope level options depend on the Scope Item or Portfolio entity type:
    • For Item - 'Selected Item' and is disabled
    • For Portfolio of Items -
    • 'Selected Portfolio' (default), '1 below' including all of the items in the selected portfolio but not the portfolio itself, 'Both' including both all of the items and the selected portfolio.
    • For Portfolio of Portfolios - 'Selected Portfolio' (default); '1 below', '2 below' and '3 below' including the entities 1, 2 or 3 levels below the selected portfolio but not the portfolio itself, 'Custom (4 or more below)' for defining, together with the 'Custom' field, entities 4 or more levels below the selected portfolio but not the portfolio itself, 'All' including entities at all levels below the selected Portfolio together with the Portfolio itself.
  • Custom: For defining Scope levels more than 3 levels below the Selected Portfolio. Enabled only when Scope level = 'Custom (4 or more below)'
  • Apply to: If the Scope Item or Portfolio is a Portfolio of Portfolios, and the Scope level 1 or more levels below, this field determines whether 'Items', 'Portfolios' or 'Both' should serve as the scope of the task.