| Control Panel: Tasks | |
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This tab shows user specific data measurement, validation, and action plan tasks due or overdue.
Measurement tasks appear for the user occupying the post made responsible for that performance target's measurement. Validation tasks appear for the user in the performance target's validator post (see Figure 1). Action plan tasks appear for user's assigned responsibility, or, if rejected, to the creator of the action plan task.
The icon by a task shows its status, i.e. if it is due or overdue (figure 1).
Figure 1: Example of a task list for a user showing an overdue equation measurement task, an overdue performance indicator measurement task, a due validation task showing also that the measurement for that task is not input yet (the hazard icon on the right hand side), an overdue validation task, a due action plan acceptance task and an overdue action plan acceptance task. Note: 'Measurements', as distinct from 'PI Measurements', are componants used in equations and / or for organisation specific purposes.
Measurement tasks
Clicking on a measurement task brings up a data entry window. A straight Measurement task leads to a data entry window comprising no tabs (figure 2.1) whereas a PI Measurement Task leads to a data entry window with 4 tabs (figure 2.2).
Fig. 2.1: Example of an overdue measurement task showing the relation of the measurement to the equation performance indicator it contributes to.
Fig. 2.2: Example of an overdue PI measurement task data entry window showing the 4 tabs available
The data entry windows in Figure 2.1 and 2.2 only allow input of the measurement value. All other parameters are created and selected during the relevant performance target and performance indicator creation. Note that some of these are optional fields in the performance indicator set up so may be blank.
See PI Measurement Entry help for more information on the data entry window, and the Data Import, Measurement History, and Graph tabs.
These are tasks to validate and/or change data that have been assigned to the user. Data is confirmed as correct, or can be changed. Changing data requires a comment before saving and thereby generates an audit trail.
The ability to change data at this stage is particularly useful for those performance targets where the measurer does not have data available at the time a measurement is due.
If more than one person is responsible for entering data for a performance indicator, there will be more than one validation task for that indicator. As many validation tasks as there are users responsible for entering data for the indicator will be displayed. The post and name in brackets after the task show the users responsible for the data entry for that particular validation task.
A validation task may cover more than one piece of data. For example, if the performance indicator was set up to have data entered monthly and be audited/validated quarterly, each validation task will have three pieces of data to validate.
Clicking on a validation task brings up the validation window (figure 3).
Figure 3: Example of a validation task window
The validator can amend the measurer's performance indicator value here and/or accept the measurements.
A user that is responsible for action plans and their associated tasks may receive alerts for action plan task acceptance, completion, or review (figure 4). If an action plan task is rejected, the owner of the action plan will receive a Rejected Action Plan Task alert and will be required to reassign the action plan task to another post holder (see Action plan help for more information on creating action plans and action plan work flow).
Figure 4: Action Plan owner's task tab showing one task to accept and one to complete- note the action plan flag next to user's logon ID
Accepting, reviewing, or completing action plan tasks follows similar procedures for measurement and validation tasks. However, completion tasks require the 'Reason' field to be filled (figure 5). For more information on action plan tasks and setting up Action Plans see action plan help.
Figure 5: Complete Task window for an action plan task: A system error will be returned until the 'Task Completion Reason' field is answered
The icon on the top LHS of the Task window accesses the measurement planner (figure 6). This allows users to not only view all tasks assigned them including future ones but also to add future measurements too.
Figure 6: My Measurement Planner window accessed from the Task window
In figure 6 above, if a user clicks on one of the forthcoming measurement tasks they will open the measurement entry window (fig. 2.2) and can therefore enter in a forward measurement (i.e. input data before the task is due). This feature is particularly useful for indicators with a long measurement period and only one measurement due (e.g. BV119 3 Year Council Surveys).
The status icons in the Task tab follow the Escendency icon and colour coding standards. Not all the icons that could be displayed for this tab are illustrated in the examples above. For additional explanation of these and other symbols used in the Escendency system, see icon coding and drill down icons in the control panel help.