Task Management .

The Task Management module is used to create, view, and manage tasks. This module is primarily used to track and monitor all the tasks or Action Items that have been created in various modules. This module is also called as Action Item Management or Task Management.

The Task Management component allows users to manage Concurrence tasks. Here users can create task in Repetition or one -Time .

Creation of Task

Step by Step Instruction :

Click on the Modules Icons.
Click on the Task Management .
Select on the Create Task. Details screen will display.

In create task 4 Tabs is present : Details / Alert & Remainders / Occurrence / Document .

Details :

Field Description in Create Section: Fields are Configurable based on Custom Setting.

This table will be used for configure the Fields.

Table	Column	Type(Size)

Table	Column	Type(Size)
dbo.customsetting	ModuleID	int
	KeyName	varchar(500)
	KeyValue	varchar(2000)
	RoleID	int
	StatusTypeID	int
	IsPrivate	bit
	ScreenName	varchar(500)
	PossibleValues	varchar(500)
	KeyDescription	varchar(2000)
	KeyVersion	varchar(25)
	CreatedBy	int
	CreatedDate	datetime
	UpdatedBy	int
	UpdatedDate	datetime
	Title	nvarchar(500)
	Description	nvarchar(2000)
	ReasonForChange	nvarchar(2000)
	ConfigurationCategory	nvarchar(500)
	Confidential	int

Code Path

Code Path
`web/ProcessMAP.Web/Calendar/Tasks/edit_eventdetails.asp`

Task ID :

When Task is Created from Task Management, we need to have a unique ID for task and some dependent ID's for task management and action items so that it can be easily identified by the user which task is created from which place and which action item is created from which place .

Task ID Field is auto-populate with ID in the following format-

"CountryCode-LocationCode-LT-SequenceCounter"

Example :- ARI-Oaklands Calif-LT-00048

Action Item Name :

It is text Field where user can give their Own Action Item Name .

Action Item Category :

It is auto complete control Field in Which User should be able to see while selecting a category with hierarchy based on user logged in location. User can also select the category from Action Item Category Picklist .

API URL	Service Layer	Business Layer	Data Access Layer

API URL	Service Layer	Business Layer	Data Access Layer
`/WebServices/Calendar/CalendarActionItemService.asmx/GetQueriedCalendarCategories`	`\web\ProcessMAP.WebServices\Calendar\CalendarActionItemService.asmx.cs`	`web\ProcessMAP.Business\BusinessBrokers\Calendar\CalendarActionItemBroker.cs`	`web\ProcessMAP.DataAccess\Calendar\CalendarActionItemDataService.cs`

This SP will be used to return hierarchy of the Calendar Category along with lineage

Stored Procedure	Parameters	Type

Stored Procedure	Parameters	Type
usp_TAC_Cal_CalendarCategoryQuerySelect	@queries	VARCHAR(max)
	@index	INT
	@recsPerPage	INT
	@locationID	INT
	@Language	VARCHAR(50)

Table Name	Column	Type(Size)

Table Name	Column	Type(Size)
dbo.pm_calendar_categories	PARENT_CAL_CAT_ID	int
	NAME	nvarchar(100)
	COMMENTS	nvarchar(500)
	STATUS	nvarchar(50)
	CREATED_BY	int
	CREATED_DATE	varchar(50)
	LAST_UPDATE_BY	int
	[LAST_UPDATE_BY]	varchar(50)

Action Item Driver:

It is auto complete control Field in Which User should be able to see while selecting a driver with hierarchy based on user logged in location. User can also select the Driver from Action Item Driver Picklist .

It is configurable Field :- There will be 2 Value -Yes/No

1.If the Value set for this key is Yes, then the Action Item Driver field will display.

2. If the Value set for this key is No, then the Action Item Driver field will not display.

Reference/Citation

It is text Field where user can provide some Link for their reference.

Action Item Description :

It is text Field where user can write Description about action Item.

It is configurable Field :- There will be 2 default Value Yes/No.

If the Value set for this key is Yes, then Action Item Description Field will be Mandatory Field.

2. If the Value set for this key is No, then Action Item Description Field will be Non-Mandatory Field.

Module Reference :

It will be a composite control having below fields

Module dropdown Control containing the values "App " or any other module which task is integrated with (For default value will be "App”).
Auto Complete control where list of Forms will be populated. In action Item details the field will be read only with a clickable link which will redirect the user to form.

It is configurable Field : - There will be default Value Yes/No

If the Value set for this key is Yes, then Module Reference field will display.

2. If the Value set for this key is No, then Module Reference field will not display.

Navigation from Task management to App

On Click of the "Form" the Url will be generated.

EX: "/dap?formUid={formuid}&recordUid={recorduid}&LocationID={locationidforwhichrecord iscreated}&LevelID=0&ModuleID=75&redirection=path&sparoute=no"
The url will have a query string parameter "redirection=path" specifying that the navigation call is from the action Item page.

The page will navigate to the 'dap/home' page.

Action Item Priority :

Priority of the of the Action Item which Users have to select from the Drop-down as Low, Medium & High.

Recurrence :

It has a Drop down Value as Yes or No

If Users select Yes then Some more fields are added in screen such as First Due date, Repeat Until & Recurrence Pattern

If we select No then instead of above mention fields only Action Item Due Date field is available.

Action item Due date

This field is available when we select Recurrence as No.
Here Users enter the due date of the Action item.

All Day/Any Time :

It has a Check box.

If we check the check box then it doesn't required to enter the details in Event Time field.
If we didn't check the check box then we have to enter the details in Event Time field.

Event Time :

If we do not check the check box of All Day/AnyTime field then we have to enter Time of the Event .

Database :

SP Used

SP Used
`[calendar].[GetTimeLookUps]`

Note : (Not in Use)

First Due Date :

This field will display when we select Recurrence as Yes.
Enter the First Due date (Action Item Start date).

Repeat Until :

This field is available when we select Recurrence as Yes.
Enter the Repeat Until (Action Item last date).

Note : First Due Date Should be Greater than Repeat Until , if it is not then will alert one Message “Repeat Until cannot be less than first due date“

Recurrence Pattern :

There Will be 4 Pattern under Recurrence. based on selection of pattern different different pattern will be visible.

Daily :

Task Will Repeat with every 1 day of weekends.

Weekly

Description :

Select First Due Date as 5th October 2020 and Repeat until as 31st October 2020.
Select the option for Weekly from Recurrence pattern field.
Indicate the frequency of the weekly recurrence.
For example :
a. Entering “1” would generate occurrence Every week.
b. Entering “2” would generate the occurrence Every two weeks.
Indicate the Day(s) of the Weeks(s)
select any day from week(s) on.

For Example :
a. If user select Monday and Entering “1” as frequency then Task will create on the Monday , Every week from date Between 5th October 2020 and 31st October 2020 .

b. if user select Tuesday and Entering “2” as frequency then Task will create on the Tuesday , Every 2 weeks from date Between 5th October 2020 and 31st October 2020.

Note : If user select Monday then they should select that date which falls on Monday (for ex.5 October 2020) as First Due Date. If user select other date like 6th October 2020 ,that will not fall on Monday then while saving one alert msg will pop up i.e. "Please give the First Due Date Compatible with the Recurrence Pattern."

Conclusion :
Suppose a user select Monday and Entering “1” as frequency then Task would create
on the Monday , each week from date Between 5 October 2020 and 31st October 2020 .if Task get Enabled then Between 5th October 2020 and 31st October 2020 , 4 Action item will be created .
1St Action Item will Create on 5th October 2020 .
2nd Action Item will Create on 12th October 2020 .
3rd Action Item will Create on 19th October 2020 .
4th Action Item will Create on 26th October 2020 .
once user select "Track action item for each assigned owner individually" as "yes" so based on number of selected owners, Action Item will create . for ex. 2 owners are selected then 8 Action Item will create for same Action Item Name .
1st four Action Item will create for 1st owner and another Four Action Item will create for 2nd Owner.

Monthly

Yearly

Apply Changes From Date / Apply Changes To Date

This Filed will be only Visible when users would update some Task Details.
Any changes to the action item will be applied only when the changes are done in between Apply Changes From Date to Apply Changes To Date.

Note : Apply Changes From Date and Apply Changes To Date Range should between or equal to First Due Date and Repeat Until Date.

Assigned by / Assigned to / Owners :-

Description :

Assigned By : Assigned by will be that user who will assign task to others.

Assigned to : Assigned to will be the Owner of Task. It is Drop Down Section where 2 value is Present .

1. Owner : If Users select Owner value, Owner Field will be shown.

2. Group : If Users select Group value, Primary Group Field will be shown.

Primary Owner / Primary Group :

It is Autocomplete Control field , from here users can select the Owner or Groups .Users can also select the owner / Group from picklist.

Note : These users must have scope of locations which are common to the
a) Calendar category assigned locations
b) Task driver assigned locations and
c) Manual selected locations.

Track action item for each assigned owner individually :

It is dropdown control having 2 Values -Yes/ No.

Once the user has saved the action item with “Track action items for each assigned owner individually” as 'No' then only one Action Item will be created for selected Owners.
Once the user has saved the action item with “Track action items for each assigned owner individually” as 'Yes' then actions items should be created based on number of owners selected.
For e.g. if users select 3 owners then 3 individual action Items should be created

Notify owners immediately :

When Notify Owners Immediately is checked then any updates on the action item will be triggered to owners immediately as an Notification.

When Immediate Notification Checkbox is “Unchecked“ then system will not send any Notification mails
for Task Creation.

Verification Required :

It is a checkbox Field.

Once the task is enabled and action Item is created. The action item should have "Verification Required" field be checked by default and the user should not be allowed to uncheck it.
In the task action item the verify user field will contain only the users having "Verify" action item permission.
There will be no default user for Verify user for these Action Item .
For enabled task if the user makes changes in the task i.e. check/uncheck "Verification Required" then it should reflect in the "Open" Action item associated with it as well.

Complete Section :-

Estimated Budget :

It is Text Field where user can enter the Estimated budget value

It is config Field . Users can show / hide this field from Detail Screen .

Approval Status :

It has 2 options -

Draft : Action Item will not be available at any location in Calendar when the approval status is Draft
Enabled : Action Item will be pushed to calendar once the Action Item approval status has been saved as Enabled.

4 : Complete all the fields and Click on Save button.

when we click on save button, one Pop up will be shown in which it asking for to Click OK to proceed to Manage Action Items screen or Cancel to continue on this screen.

Here we click on cancel Button to either navigate to other Tabs or to modify the Save Details.

Alerts & Reminders Tab :

1 . Click on Alert & Reminder Tab, Alert & Reminder List will display.

System will send the Notification Reminders based on the selection of users(Primary Owners/Primary Groups)

2 . Click on new for Creating the new Alert & Reminder for created Action Items.

Front-End Code Changes Details

Database:

Occurrences Tab :

For view the occurrences List we can filter the view

1 . Click on Edit Button to select the Filter view.

2 .Click on Go button, Occurrence List will Display.

Documents Tab :

1 . Click on Document tab , Document List will display.

2. Click on new button to upload the document

3. Choose some File and click on click to attachment file button. Documents Details Screen will display.

4. Complete all the Field and click on save button.