ECMS - Perceptive Content Fundamentals - Tasks - Series Hierarchy

Imaging - 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.

Perceptive Content New Task Window

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.

An AP Example of a Task Series Hierarchy

For example, suppose you work in an AP environment where a purchase order requires the approval of a manager, a Vice President (VP), and the Chief Executive Officer (CEO). As the task creator, you create a signature required task series hierarchy. You assign Level 1 to the manager, Level 2 to the VP, and Level 3 to the CEO.

Suppose the CEO logs in to WebNow and clicks the My Assigned task view. As an optional task assignee for the Level 1 task, the CEO completes the signature required task. Because the CEO is at the top of the hierarchy, the Level 2 and Level 3 tasks are no longer required, and the task series is complete. Using the same example, if the manager logs in to WebNow and completes the Level 1 task, then the Level 2 task appears. Either the VP (mandatory) or the CEO (optional) can complete the Level 2 task. In this example, the VP completes the Level 2 task. Now that this task is complete, the Level 3 task appears. After the CEO completes the Level 3 task, the task series is complete.




Keywords:Imaging Imaging System WebNow Perceptive Content perceptive content Tasks Series Hierarchy ecm ecms enterprise content management imaging imagenow perceptive   Doc ID:34310
Owner:Guy S.Group:ECMS
Created:2013-10-08 16:02 CDTUpdated:2016-02-16 11:16 CDT
Sites:DoIT Help Desk, ECMS
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