ECMS - Perceptive Content Fundamentals - Tasks - Series Hierarchy
Perceptive Content Fundamentals
Task Series Hierarchy
A task series allows you to accelerate task completion using a hierarchy. Each level you create establishes the hierarchy for that series. The task series hierarchy starts with Level 1 and must contain at least two levels. The users you assign to a level are mandatory assignees. As you create additional levels, the users on these higher levels become optional task assignees for all prior levels. Any mandatory or optional assignee can complete a task.
When a mandatory user completes a task, the next task in the series appears. If an optional task assignee completes a task, that assignee's level in the hierarchy determines whether the next task in the series appears or if the series is complete. For example, when the top level assignee completes a task as an optional assignee, the task series is complete and no additional tasks appear. In addition, when an optional task assignee completes a task, the mandatory task for that user is also complete. When you create a task series hierarchy, you can assign levels to users only and each level must contain unique users.
Task Series Hierarchy Example
The following table shows an example of a task series hierarchy that contains three levels. User 1 and User 2 are assigned to the Level 1 task. User 3 and User 4 are assigned to the Level 2 task. User 5 is assigned to the Level 3 task.
| Task Level | User | Assignment Status | Task |
|---|---|---|---|
| Level 1 | User 1 | Mandatory | Task 1 |
| Level 1 | User 2 | Mandatory | Task 1 |
| Level 1 | User 3 | Optional | Task 1 |
| Level 1 | User 4 | Optional | Task 1 |
| Level 1 | User 5 | Optional | Task 1 |
| Level 2 | User 3 | Mandatory | Task 2 |
| Level 2 | User 4 | Mandatory | Task 2 |
| Level 2 | User 5 | Optional | Task 2 |
| Level 3 | User 5 | Mandatory | Task 3 |
The following examples show how the task hierarchy in the table works.
User 1 completes the Level 1 task. In this example, User 1 completes the Level 1 task as a mandatory assignee. After User 1 completes the Level 1 task, the Level 2 task appears. User 3, a mandatory assignee, then completes the Level 2 task. After the Level 2 task is completed, the Level 3 task appears. User 5, the only user assigned to Level 3 in this series, completes the Level 3 task. The task series is now complete.
User 3 completes the Level 1 task. In this example, User 3 completes the Level 1 task as an optional assignee. Based on the hierarchy, the Level 1 task and Level 2 task are now complete and the Level 3 task is appears. User 5 completes the Level 3 task and the task series is now complete,
User 5 completes the Level 1 task. In this example, User 5, the user at the top of hierarchy, completes the Level 1 task as an optional assignee. Because User 5 is the top level assignee in this series, the Level 2 and Level 3 tasks are no longer required and the task series is complete.
User 3 completes the Level 2 task. In this example, after a mandatory task assignee (User 1, User 2, or User 3) completes the Level 1 task, User 3 completes the Level 2 task as a mandatory assignee. Upon completion of this task, the Level 3 task appears. After User 5 completes the Level 3 task, the task series is Complete.
User 5 completes the Level 2 task. In this example, after a mandatory task assignee (User 1, User 2, or User 3), completes the Level 1 task, the Level 2 task appears User 5, an optional user for the Level 2 task, completes the Level 2 task. The task series is now complete.