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My tasks

Description

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The purpose of My tasks as a part of Self Service Portal is to reduce the workload of IT department, as well as improve overall security of IT system.

Soffid console is concerned about task delegation and workflow management. Any user is capable of creating new processes or can be assigned as an actor for a task belonging to a process. 

Displays the task list assigned to the user, providing infomation about the process, the task, the start and due date and the asigned user. YouBy canclicking filta record, it will be shown de task details and to perform actions will be allowed.

Manual tasks are assigned to named users, groups or roles.  Whatever strategy is followed, each one of the assigned users will see that task at their tasks page. 

You can differentiate tasks by their highlighted style:

  • Normal: started task
  • Highlighted Blue: due task
  • Highlighted Bold: new task

In order to access this module, users must open http://ourserver:8080/selfservice/index.zul where ourserver is the name of the server where Soffid is installed.

Screen overview

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Custom attributes

  • Process ID: Unique process identifier in the system.
  • Process Name: Generic process name.
  • Task ID: Unique task identifier in the system. 
  • Task Name: Generic task name.

    Task

    Shows information about the job done in this task. This information depends on the task type.

    Action Logs

    Shows a basic data 

    • Start date: Date and time the task starts
    • Last task date: Date of last task update.
    • End date: Date and time the process ends.
    • Status: Shows the point of the task (pending, on going or completed)Comprobar si es completed, no he visto ningun caso
    • Diagrama:  Shows a flow chart with the actions performed.
    • Actions log: Summary of all the successive phases through which the task has passed, providing information on the start date and time of the phase, the user assigned and the action that was done.

      Attachments

      Displays the documents attached to the task, in some cases files are attached to the tasks.

      Allows to download those document and to verify any digital signature attached to it. Some tasks even allow the user to upload documents.

      Comments

      Displays the comments list added during the business process execution. Displays the comments list added during the task execution providing information about the user who wrote the comment, the date and time of that writing, and the comment that was writed.

      Actions

      The

      My task query actions

      tobeperformeddependon
      Reload This action reload the task andlist itswith workflow.

      the currentdata.
      Download CSV File FromThis theaction task table,allows you canto  download a csv file with the list of all tasks. You can open the hamburger icon and Download CSV File.File.
      Open taskBy clicking on a record, the task detail will be shown.

      My task detail actions

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      Close Closes the task window and saves any data changed.
      Cancel Closes the form and returns to the task list without saving any change.
      Take ownership Enables the user to self-assign the task to authorize or deny it.
      Schedule Alows to launch the task execution.
      Delegate Allows to to reassign the task to another user, who will must approve or deny it.
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      Request &&TODO&&