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Reworking A Task

Task Rework allows one-off changes to be made to the Task content after the Task execution has started. Rework can be applied to the same Task instance multiple times.

While a Task is under execution, the user might need to edit some Steps in order to accommodate a production event. In such cases, the user can edit the content of the Task and continue executing it.

Changes are made only to the specific Task instance that is under execution. The Template from which the Task originated is not changed.

Note

In order to make changes to a Task under execution by changing the associated Template, refer to Recasting a Task.

The following flowchart illustrates the various stages involved in Reworking a Task.

Rework-FlowFinalReally.png

Note

Any user can perform a Task Rework.

No special Access Rights are required.

Pre-requisites to Reworking a Task

In order for a Task to be Reworked, the following conditions must be met:

  • The Template associated with the Task must be published.

  • A Task Rework can happen on a Task that has been started at least once. It can also happen on a Task that is Done.

  • A Task Rework cannot happen on a New Task, i.e. a Task whose execution has not started yet.

  • The Task Execution must be stopped or paused to perform a Rework. It cannot be performed on a Task that is live,

Steps to Rework a Task

In the below example, while executing the Task, the user realizes that two changes need to be done to the Task content. They are:

  1. Step 1 needs to be changed from a Free Text type to a Yes/No Step type.

  2. A Date/Time Step needs to be added as Step 3.

Rework_Task_Exec3.png

The user decides to Rework the Task to make these changes.

To Rework the Task:

  1. Click Stop as shown below.

    Rework-Stop.png

  2. Pause the Task.

    Rework-Stop_Options.png

  3. From the Inbox, select Rework from the Task options as shown below.

    Rework_-_Click_Rework.png

    The option to edit the content of the Task appears.

    Rework-EditOptions2.png

  4. Edit the content of the Task.

    You can add, edit or delete a Step. The Step properties can be changed by accessing the property pane.

    Rework-PropertyPane.png

    In this example, the user has changed the Step type of Step 1 from Free Text to Yes/No Step. Step 3 has also been added.

    Rework-EditedTaskBeforePreview.png

  5. Click Preview.

    Rework-EditedTaskClickPreview.png

    You can preview the changes to the Step structure in the Task Preview pane.

    Rework-TaskPreview.png

  6. Click Apply Rework to apply the changes to the current Task.

    Rework-ApplyRework.png

    A confirmation dialog box appears.

    Rework-Confirmation.png

  7. Click Rework to apply the changes.

    Rework-ClickConfirmRework.png

    The changes are applied to the Step structure of the Task

  8. To continue executing the Task with the new Step structure, go to Inbox and click Continue.

    Rework-ClickContinueAfter.png

    The Task execution starts. A message informing the user about the Rework is displayed.

    Rework-TemplateReworkedMsg.png

    Note that the new Step structure has been applied. The data entered in Step 2 has been retained. Data entered in Step 1 prior to the Rework is dissociated from the Task as the new Step type is incompatible. Data retention during Rework is discussed in detail here.

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