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To edit the data of a nonproject task under execution, first locate it and select it in the main screen list of records. After that, click on the  button on the toolbar.
At this point, the data screen will be opened. Notice that most of the fields on the screen will be filled with the data entered in the planning of the task, and some will be available for editing by the executor:
This section is only available if the "Allow timesheet" option is checked in the task type. Through this section, it is possible to enter the employed time in the execution of the task. Refer to the Entering time  Timesheet via object section for more detailed description on how to perform this operation.
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The Attribute Execution section will only be displayed in the navigation panel if an execution attribute is associated on the Attribute tab of the task type data screen. In that case, enter the values of the displayed attributes. Those attributes that are required must necessarily have their values filled in. The way to fill out an attribute varies according to the configurations established during its registration.
If in the Attribute tab of the task type data screen, the "Copy planning values for execution" option is selected and the attributes of the planning and execution are the same, the values entered in the task planning will be replicated to the attributes displayed in the Execution. section; however, it is possible to edit it.
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The Execution section will only be displayed if, on the Approval tab of the task type that is being created, the "Execution approval" option was checked. In it, it will be possible to search and manage the users responsible for the task execution approval according to the configurations performed in its type during its planning. Editing the information in this section depends on the route type selected in the task type. If it is a "Fixed & unique" route, this section may not be edited. The following fields are available:
Fields
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Responsibility route
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Select the responsibility route for the approval of the task execution. If the route type defined in the configuration is "Fixed", it is only possible to define another route through this field, but it will not be possible to edit its members. Please note that only the approval responsibility routes are available for selection.
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Approval type
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This field is filled out by the system with the approval type (Incremental or Circular) defined at the time of the creation of the previously selected responsibility route, however, it is possible to edit it.
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Cycle
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This field is filled in by the system with a sequential number indicating the approval cycle the task is going through. Each time the task execution is rejected and goes through approval again, the system assigns a number to it. Select the previous cycles to view the members of the responsibility route that performed the approval.
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Wait for all members approval
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This option will be checked/cleared by the system, according to the configurations made at the time of the creation of the responsibility route selected previously. If this option is checked, the approval will only be released after all route members execute their tasks.
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If the route type defined in the task type is "Variable", on the side toolbar of the list of records, the following buttons will be available:
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Click on this button to add a new responsible party to the approval. Refer to the Configuring a responsibility route section to obtain a detailed description on how to perform this operation. Notice that by adding a new responsible party to a route associated with the task execution approval, this addition will not be replicated to the route record made by the Configuration Responsibility route menu.
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Click on this button to edit the data of the responsible for approval selected in the list of records.
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Click on this button to delete the responsible for approval selected in the list of records.
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Those responsible defined in this section will receive the Task execution approval task after the nonproject task execution is finished.
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If an execution checklist is associated in the Optional Checklist tab of the task type data screen, the Execution section will be displayed. In it, the system will display a list of questions that will assist the responsible party to execute the nonproject task properly. In order to answer the checklist questions, select the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling in the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.
It is important to note that, to finish the execution of the task successfully, the checklist must be properly filled out.
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In this section, it is possible to add comments related to the task being executed. To do that, on the screen that will be opened, enter the desired comment and click on Send. The added comments will be displayed in the timeline of the History section of the task.
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Use this section to add and fill out the documentation that will complement the nonproject task information. To do that, the following sections are available:
Sections
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Attachment
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Add the attachments related to the task. Refer to the Adding attachments section for further details on how to add attachments.
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Document
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Add or associate the documents related to the task. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
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Requirement
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This section displays the requirement files added to the task, at the moment of its planning. The requirements must be completed in order to be able to finish the successful execution of the task. Filling out the Attachment/Document columns of the list of records will vary according to the requirement type:
▪Attachment: Use the buttons next to the field to: select an attachment already associated with the task to the requirement, add an attachment and associate it directly with the requirement, view the data screen of the selected attachment and clear the value from the field. ▪Document: Use the buttons next to this field to: select a document already associated with the task to the requirement, add a document from a file and associate it directly with the requirement, view the data screen of the selected document and clear the field. |
Form
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In this section, the forms (SE Form) associated with the task type will be displayed. Click on the button on the side toolbar to fill out the fields of the form selected from the list of records. If the form has fields with fill configured as required, it will be necessary to fill them in to successfully finish the task execution.
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In this section, the system displays a timeline with the main events that occurred in the task, up to present. Use the Comment option, located under each event, to add comments related to it. On the field that will be enabled, record the desired comment and press Enter on the keyboard. If desired, it is possible to notify a user on a determined event by mentioning them through "@user". The entered comment will be displayed in the timeline. The user who wrote the comment may edit it or delete it through the options that will be displayed.
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The following options are available in this section:
▪Resource: Through this option it is possible to view the resources that were allocated to the task. In the lower part of the section, it is displayed the planned, rescheduled and performed Total time. It also displays the Function point analysis (FPA). In the Actual field, enter the number that equals the FPA that will be used to evaluate/measure the task in question. ▪Actual time: This section will be filled out with the data of the time entered in the task. In the lower part of the section, it is displayed the Total time entered of straight time, overtime and total.
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In this section, it is possible to manage the finances of the task. To do that, the following subsections are available:
Through this section, it is possible to manage the costs that refer to the task in question.
If costs were informed in the planning or tracking of the task, they will be presented in this section. It will be possible to add new costs, delete unwanted costs and access the data of previously added costs and, in the Actual field of the details panel, enter the quantity and the actual value of the cost in question.
It is also possible to terminate the costs that have already been paid. To do that, simply enable the "Paid" option in the cost card. This operation may also be performed through the Cost payments task or through the Execution Financial entry menu.
For a detailed description of the options displayed in this section, refer to the Finance Cost section.
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Through this section, it is possible to manage the revenues expected to be received from the task.
If revenues were informed in the planning or tracking of the task, they will be presented in this section. It will be possible to add new revenues, delete unwanted revenues and access the data of previously added revenues and, in the Actual field of the details panel, enter the quantity and the actual value of the revenue in question.
It is also possible to terminate the revenues that have already been received. To do that, simply enable the "Received" option of the desired revenue. This operation may also be performed through the Revenue collections task or through the Execution Financial entry menu.
For a detailed description of the options displayed in this section, refer to the Finance Revenue section.
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In this section, the system presents the costs and revenues of the task, in addition to its gross margin. For a detailed description of the options displayed in this section, refer to the Finance Total section.
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In this section, it is possible to view the customers associated when planning the task, as well as adding new customers to the nonproject task. The association of customers with the task may be required and restricted to the planning and/or tracking of the task, according to the configurations performed in the Optional Customer tab on the data screen of its type. On the side toolbar, the following buttons are also available:
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Click on the button to associate a customer with the task in question. On the screen that the system will display, select the desired customer and save the selection. Use the CTRL or SHIFT key on the keyboard or the checkbox next to each record to select more than one customer at a time.
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Click on this button to disassociate the customer selected in the list of records from the task in question.
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Click on this button to view the data of the customer selected in the list of records.
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This section displays the information collected by the system service referring to the management of the earned value. In the Analysis date field, select the date on which you wish to view the EVM information of the nonproject task. These dates correspond to the dates on which the EVM calculation service was executed according to the configurations set in the general parameters or in the nonproject tasks data screen.
Use the "Options" button in the chart areas to access the chart configuration resource and establish how the chart will be displayed or to restore the chart to the default configuration. Refer to the Chart configuration section for more information on how to use this feature.
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In this section, information regarding the delivery of the tasks should be entered. Completing the fields in this section is mandatory if, in the task type, the "Make the filling of the result fields when closing mandatory" option is selected. The system makes available the following fields:
Fields
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Lessons learned
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Enter the knowledge acquired during the execution of the task, with the objective of improving future performance.
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Objective achieved
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Enter what was achieved with the execution of the task.
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Benefit achieved
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Enter the gain obtained with the execution of the task.
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Reason for delay
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If existent, enter the fact that led to the delay in the execution of the task.
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Through this section, it is possible to track the dependency links established for the tasks. To do that, the following sections are available:
Sections
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Predecessor
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Through this section, it is possible to track all the tasks that have a predecessor link with the task in question, i.e., the tasks performed before and that are linked with the task.
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Successor
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This section will display the tasks defined as successors of the task in question at the time of planning. Use the sidebar buttons to add or associate other successor tasks, delete the link from the tasks, and view the data from the selected task.
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In this section, it is possible to manage the associations with the nonproject task. To do that, the following subsections are available:
It allows tracking the incidents related to the task. In order for this feature to function properly, it is necessary for the SE Incident component to be part of the solutions acquired by your organization. On the side toolbar, the following buttons are available:
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Click on this button to add a new incident and associate it with the task. On the screen that will be displayed, select the type that will classify the incident you wish to report. The Title and Description fields will be enabled to be filled according to the configurations made in the process. Save the record. If the starter is also the executor of the first task of the flow, the task data screen will be displayed.
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Click on this button to associate a previously recorded incident with the task in question. On the screen that opens, locate and select the desired incident and save the selection.
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Click on this button to disassociate the incident selected in the list of records from the task.
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Click on this button to view the data screen of the incident selected in the list of records. Refer to the specific SE Incident component documentation for more details on the incident data screen.
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Click on this button to view the flowchart of the process associated with the incident type selected from the list of records. Refer to the specific SoftExpert BPM Suite - Process Modeling component documentation for more details on process flowcharts.
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It allows viewing the indicators associated with the task during its planning. In order for this feature to function properly, it is necessary for the SE Performance component to be part of the solutions acquired by your organization. Use the side toolbar button to view the details of the selected indicator. Refer to the specific documentation of the SE Performance component for more details on the indicator details screen.
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It allows identifying occurrences as well as associating occurrences already identified in the SE Action component and that are related to the task. In order for this feature to function properly, it is necessary for the SE Action component to be part of the solutions acquired by your organization. On the side toolbar, the following buttons are available:
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Click on this button to add a new occurrence identification. Refer to the Occurrence identification section of the specific SE Action component documentation for a detailed description on how to identify an occurrence.
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Click on this button to associate a previously identified occurrence with the task. Use the search filters in the tabs displayed on the selection screen to locate the desired occurrence more easily.
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Click on this button to disassociate the occurrence selected in the list of records from the task.
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Click on this button to view the data screen of the occurrence selected in the list of records.
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It allows adding a new action plan, as well as to associate action plans already created in the SE Action Plan component and that are related to the task. To do that, the following options are available:
Fields
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Add
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▪Action plan: On the screen that will be displayed, select the category that will classify the action plan you wish to add. Save your selection. At this point, the data screen of the action plan structure will be presented, making it possible to configure. ▪Action plan from a template: On the screen that will be displayed, locate and select the template from which you will create the action plan you wish to add. Save your selection. At this point, the data screen of the action plan structure will be presented, making it possible to configure. |
Associate
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On the screen that will be displayed, locate and select the previously created action plan you wish to associate with the task.
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In order for this feature to work correctly, it is necessary for the SE Action plan component to be part of the solutions acquired by your organization.
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▪After adding/associating the Action plan in this section, the system will present the plan structure in question and its actions, allowing to visualize its information. ▪When positioning your mouse over the card of an action plan, you will be presented with the options that allow you to view the structure of the action plan and disassociate it from the task. ▪When you position your mouse over the card of an action plan action, you will be presented with the options that allow you to view the action data and delete it from the action plan structure. ▪Refer to the SE Action Plan component specific documentation for more details on plans and their actions. |
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In order for this feature to function properly, it is necessary for the SE Process and SE Workflow components to be part of the solutions acquired by your organization. The following subsections are available:
Template: Allows viewing the processes that may be instantiated from the task in question. Use the buttons of the side toolbar to view: the process data, flowchart and process structure tree selected in the list of records.
Instance: In this section, it is possible to start or associate process workflows selected in the Template section. For this and other operations, use the following buttons on the side toolbar:
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▪Start: On the screen that will be displayed, if there is more than one associated process template, select the one that will be instantiated. The Title and Description fields will be enabled to be filled in according to the configurations made in the process. Save the record. If the starter is also the executor of the first task of the flow, the task data screen will be displayed. ▪Associate: On the screen that will be displayed, locate and select the workflow you wish to associate with the task in question. |
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Click on this button to view the data screen of the workflow selected in the list of records. Refer to the SE Workflow component specific documentation for a detailed description of the screen that will be displayed.
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Click on this button to view the flowchart of the workflow selected in the list of records. Refer to the specific SoftExpert BPM Suite - Process Modeling (SE Process) component documentation for more details on process flowcharts.
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Click on this button to delete the workflow selected in the list of records.
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Click on this button to copy the values of the attributes from the workflow selected in the list of records to the nonproject task in question.
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It allows tracking the requests related to the task. In order for this resource to function properly, it is necessary for the SE Request component to be part of the solutions acquired by your organizations. Use the button located on the side toolbar to view the data of the request selected in the list of records. Refer to the specific SE Request component documentation for more information on issuing requests.
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After filling in all the necessary fields, save the record. See, in the Finishing a task section, how to finish the task execution.
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