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Notifying of open tasks (use case)

The eWorkflow Notiy of open tasks is used to automatically notify the relevant users of the open tasks assigned to them. When the program starts, the eWorkflow checks all open tasks assigned to all users and sends them emails with the list of open tasks. The users can then check the tasks in PANTHEON and take appropriate action.

HINT

For more information on the eWorkflow and its settings, see the chapter Notify of open tasks (background notification service).

Below is a use case of receiving an email notification and checking the tasks with the help of the above eWorkflow.

CASE SUMMARY

Like all PANTHEON users at Tecta Plc., the person responsible also receives notifications of any open tasks via email. After receiving the email, the person responsible checks the tasks and completes them in PANTHEON accordingly. This is done as follows:

  1. eWorkflow autorun
  2. Receiving an email message
  3. Checking the tasks in PANTHEON

1. eWorkflow autorun

Depending on the settings, the eWorkflow should start automatically.

HINT

For a use case on how to set up the eWorkflow to run automatically on the PANTHEON automation server (PAAS), see the chapter Notify of open tasks (background notification service).

2. Receiving an electronic message

After the eWorkflow autorun, the person responsible receives an email with information about the open tasks.

  • 604: New absence (07.12.2022)
  • 609: New absence (14.12.2022)
  • 725: New absence (09.01.2023)

Next, the person responsible checks the relevant tasks in PANTHEON.

3. Checking the tasks in PANTHEON

By selecting Settings | Documentation | To-do from the main menu or clicking the Task list button in the top right of the program window, the person responsible opens the Task list form.

The tasks are displayed in a tab view.

The table shows the tasks of which the user was notified by email.

The person responsible can then run the tasks and accept (confirm) them or mark them as Completed in a different way.

HINT

Fore more information on how to manage tasks, see the chapter Tasks in the user manual.

 

 

RELATED TOPICS:

Catalog of predefined eWorkflows

Predefined eWorkflows for Tasks

Transferring eWorkflow via PANTHEON Web Service

Workflow Design

 

 

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