Task List [TIL006]

This screen works with the Task Management Module, which must be configured on the PC Client.

This will be the main screen from which Operators will work, and they will return to it every time they’ve completed a task.

  • The Task List will open on the Task Review TAB.

  • All tasks assigned to the logged-in user will be displayed in the data grid, with a small indicator of how many tasks are outstanding and the remaining time to complete the tasks.

  • The Operator will be able to see the following details in the data grid:

    • Code – this refers to the Task Code

    • Name – this is the Task Name, similar to the one in the Master Task Listing module.

    • Priority – refers to the priority of the task.

    • Source Reference will refer to the TrackID, pick slip number, bin number, or any other Source Reference number applicable to the task.

    • Date Created – this is the date on which the task was created.

    • Duration – this is the time assigned to finish the task.

    • Status – this refers to the Status of the current task. Tasks can have the following statuses:

      • NEW - This is the initial status when a task is created. Typically, this happens from the Trigger and VB script process.

      • ASSIGNED - his status means the task has been allocated to an operator. The task will also have a timestamp when this occurs.

      • STARTED - This status indicates the operator and actions it from the HTML 5 Task List

      • COMPLETED - This status indicates that the operator has completed the task.

    • The Completed Tab will display all the tasks already completed for the day, with an indication of the Time Allocated vs Time Used.

    • Task will be assigned to an Operator based on how the task was set up. Therefore, if there were tasks for the Operator, they will display in the data grid, but he also has the option to use the Fetch New Task button. (This can be done, if tasks were not pre-assigned, by editing the Task VBScript, to a specific user)

Start a task

  • Click on one of the tasks in the data grid to start with it.

  • The Operator will then be redirected to the original screen, where the task was generated from, for example, Put Away.

  • As the Operator is accessing the screen from the Task Management system there will be some additional information available on the screen, which will not be visible when opening the screen as normal.

  • At the top of the screen the Operator will be able to see the following:

    • Task name

    • Source number

    • Time required to finish the task.

    • Link to go back to the main Task List

  • The user can also minimize the Task information, by selecting the small minimize icon.

  • The user will only be able to action the task for the specific Source number indicated at the top of the screen. If another Source number is entered, a pop-up will indicate that it is the wrong Source Number.

  • The user will be taken back to the Task List once the task has been completed and he can continue with the next task in the list.

  • As the user completes tasks from the HTML5 Task List, the Task Review screen (under Task Management on the PC) will also be updated.

Allow a user to Fetch a task

This is usually required when the task script (under the Trigger Maintenance screen) was not configured to pre-assign a task to a user.

The Administrator must first give the user permission to access those tasks, by browsing to the Operator Task Allocation screen on the Main Menu on the PC Screen.

If this isn’t configured, then the Operator will not have the permission to fetch tasks that has not been pre-assigned to him.

  • Select the Fetch New Task button.

  • The next unallocated task will be visible in the Task Review data grid and assigned to the user.

  • The Operator can click the Fetch New Task button multiple times to get a couple of tasks assigned to him.


 

SPECIAL FEATURES

  • The logic behind the Fetch New Task button is core logic and only fetch a new task every time the button is selected and then assigning the task. The core logic is basically as follow.

  • Various customization can be done for the Fetch New Task button. Administrators will be able to develop their own logic for the Fetch New Task button, by writing a new plugin. For more information, refer to Plugin Configuration on the PC screen.

TECHNICAL

  • Ensure the Operators using the HTML5 Task List module have the applicable permission to view this module and the Scanner Menu. From the Ribbon bar, browse to Settings / Permissions. Select the Menu access TAB and locate the applicable group that must use the Task List. Ensure the Task Review screen in the Scanner Menu column has a green tick mark. For more information, refer to Permissions

SYSPRO REQUIREMENTS & Business objects used

  • None

REFERENCE

TIL006

 

 

 

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