Product Engineering - User Tasks
How To : User Tasks for Incidents and Measurements
User tasks can be created from Incidents and from Measurements and assigned to Users or User Groups. The User Task is either linked to an Incident or to a Measurement.
Setup
To track the % Complete of the User Task a % Complete Milestone option has been added to the Quality Management setups. This list shows the standard Milestones and can be completed with a percentage. When a User Task reaches any of these Milestones the % Complete on the User Task is updated accordingly:
| Milestone | Description | Complete % |
|---|---|---|
| Incident Created | Incident created | 10 |
| Measurement Created | Measurement created | 20 |
| Checksheet Completed | Checksheet completed | 50 |
| Checksheet Re-test | Checksheet re-test | 30 |
| Accepted Measurement Registered | Accepted measurement registered | 100 |
| Rejected Measurement Registered | Rejected measurement Registered | 60 |
| Follow-up Completed | Follow-up completed | 70 |
| Incident Closed | Incident closed | 100 |
Notes:
- The percentages in this table are shown as a suggestion only.
- These milestones have been created as Enums and can be extended to be customer specific.
Incident User Tasks
Incident User Tasks must be created manually from an Incident with the Create User Task action. Once created the User Task can be opened with the User Task action. Each Incident can have only 1 User Task.
Measurement User Tasks
Measurement User Tasks can be created automatically and assigned to a specific inspector:
- On the Measurement Template set Automatic Create User Task to On.
- Select a, default, Inspector User Name.
- Alternatively select a User Task Group.
Instead of the Measurement Template an Inspector User Name, or a User Task Group can set on the Target Template for Items, etc.
In this way the assignments of Inspectors can be made more specific. This setting overrides the default Inspector User Name on the Measurement Template.
Note: Inspector User Name and User Task Group can't be set both, it is one or the other.
When a Measurement is created from a Measurement Template with these settings also the User Task is created. The User Task is linked to the Measurement with the % Complete set to what has been specified for the Milestone "Measurement Created". The % Complete will be updated automatically with the % from the Milestones.
When the Measurement is accepted and registered the Incident is closed which means also the User Task % Complete is set to 100%.
The Measurement continues as a Registered Measurement and the Task Item is updated accordingly.
Confirmation Message
The creation of the User Task is confirmed by a message: A User Task for a Measurement has been created. Do you want to open the User Task? Yes/No
This message is controlled with a setting in My Notifications: STAEDEAN Show User Task Notification. With this setting the message can be switched on or off.
See also