Defining tasks

You can define tasks in IBM® Controller.

You can see the tasks (forms) for a selected submission and assign tasks to user roles. You can also add a name for the task definition (submission). For more information, see Defining user roles.

A task is the same as a form. A task definition contains the relation between a Task and a User role. For more information see The Command Center.

About this task

You can either create a new task definition by assigning a user role to a task or edit an existing task definition.

Procedure

  1. Click Maintain > Submission > Tasks - Define.
  2. Load the submissions for the selected actuality and period by clicking the load button.
  3. Select the submission you want to work with.
  4. In the Name - Group language field specify a group name. This is optional. Enter a space if you do not want to specify a group name.
  5. In the Name - local language field specify a local name. This is optional. Enter a space if you do not want to specify a local name.
  6. In the User role column select a cell and then click the ellipsis icon Select a user role to add a user role to the task. Repeat this step for each task.
  7. Click Save and repeat from step 3 for another submission.

Results

The task definition has been added.

Copying tasks

You can copy a task definition. The tasks assigned to a user role and the submission name, for the selected submissions between periods and actualities, are copied. The requirement to be able to copy is a match between submission and the form set defined for the selected submission in the Copy From and Copy To sections.