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FieldLogs

Running a Task - from the Web

Tasks assigned to users, teams or Task Queues can be executed in either of the two ways:

  1. Using the FieldLogs Application on mobile devices.Running a task

  2. By logging into the FieldLogs server from the web.

While the execution Steps are the same for both options, the user interface is different.

Note

While executing a Task, you can choose to collapse Steps beyond a certain level. This is specified in the Default Collapse Level in the Enterprise Settings.

Default-_collapse_value_.png

To run a Task:

  1. From the main menu, go to Inbox.

    Task_inbox.png

  2. Select a Task to execute.

    Task_inbox.png

  3. Expand the View dropdown and select Run.

    ClickRun.png

    If the Task is already started, the Continue option is available instead of Run. Select Continue.

    ClickContinue.png

    The dialog Define the Context appears. You can modify the values of the Template Variables, if required and select a Configuration from the dropdown.

    DefinetheContext.png

    Note

    An Enterprise Setting Runtime popup read only determines if the Configurations, Release Package selection, and Template Variables are editable or not.

    If Runtime popup read only is set to Yes, all the sections in the dialog are read-only. The default value is No.

    RuntimePopupReadOnlyYes.png
    DefineContext_ReadOnlyFields.png

    A warning is displayed in the Release Package section if the Task is not linked to a manual in the selected Release Package version.

    Warning.png

  4. Click Run.

    ClickRun.png

    The execution of the Task begins.

    Task_running_.png

    Note

    If the Template size exceeds the maximum limit, an error message is displayed. The Task cannot be run.

    TemplateSizeExceeded.png

  5. Perform the actions on the Task. This includes answering a Step, Validating a Step, and adding Blogs or comments to the Step in a Task.

    Note

    The Template defines:

    • The number of Steps.

    • The organization of the Steps.

    • The type of the Steps.

    • The type of information that you can or must enter in each Step.

    You can navigate to the required Step by clicking the icon_go-to-step.png icon.

    Go_To_icon.png

    The Go to Step dialog is displayed.

    Go_to_step_dialog.png

    Enter the specific Step number and click Go to Step.

    go_to_step_example.png

    The screen scrolls to the required Step.

    Go_to_step_indication.png

    Note

    When a Step is collapsed, it expands and navigates to the specific Step within the Component.

    Shown below is an example where the Step is signed-off after validation. Refer to Validating a Step for more details.

    Signoff.png

  6. After performing the required actions on the Steps, click Stop Task.

    Stop_Task.png

    The dialog Stopping Task appears.

    CompleteTaskDialog.png

  7. Click Complete & Mark Task as done. This marks the Task status as Done.

    CompleteTaskDialog.png

    To pause the Task and continue later, click Pause Task.

    To pause the Task and assign it to a different user, click (Pause &) Reassign.

Note

Using the Task chat, real-time messaging is made possible during the concurrent execution of the Task.

task_chat.png

Tip

Some Templates and members can have a runtime impacted by a Syncing Profile. Syncing Profiles is based on Execution Profiles rules defined. Execution Profiles enable/disable the same Task differently to different members which is applied at Runtime.

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