Generate planned workplace tasks

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Using planned task definitions in Workplace Core to create planned tasks independent of shifts for recurring activities. For example, you can generate tasks for a selected number of days for cleaning all floors and buildings at midnight every day.

    Before you begin

    Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

    About this task

    You can also create an individual planned task using the Add a task option on the Workplace Service Portal. In this case, however, instead of multiple planned tasks for all dates between Planned start time and Planned end time in the selected planned task definition, only one planned task is created.

    Procedure

    1. Navigate to All > Workplace Safety Management > Workplace Tasks > Planned Tasks Definitions.
    2. In the list, open the planned task definition.
      You can also generate planned tasks immediately when you create a new planned task definition.
    3. Select Planned start time and Planned end time values based on the days and time when you need these tasks to be performed.
    4. Select Generate now.

    Result

    • Based on the planned start time and planned end time, planned tasks are created for all occurrences of the schedule and appear in the Workplace Tasks related list.
    • The Expected start time in each generated planned task is auto-calculated from the planned end time and processing time values in the respective tasks as follows:

      Planned start time = Planned end time – Processing Time

    You can view all planned tasks by navigating to Workplace Safety Management > Workplace Tasks > Planned Tasks.