Create planned task definitions

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create planned task definitions in Workplace Core to help workplace managers easily generate tasks that are often repeated and independent of shifts such as cleaning coffee vending machines or cleaning floors. You can quickly specify the task details and the frequency at which the task is to be performed.

    Before you begin

    Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

    Procedure

    1. Navigate to All > Self-Service > Employee Center > Workplace services > Browse Workplace Services.
    2. Select Add planned task definition.
    3. On the form, fill in the fields.
      Table 1. Planned task definition form
      Field Description
      Name Name of the planned task definition.

      For example, "Clean conference rooms" for the activity of sanitizing conference rooms.
      Schedule Work schedule to be used for planned tasks.
      Workplace task template Template used for the generated planned tasks.

      Selecting a template automatically populates certain fields such as Assigned to, Short description, and Workplace task type in the generated tasks. For information about workplace task templates, see Configure a workplace task template.
      Processing Time (hours) Amount of time it should take to complete a planned task.
      Planned end time Date and time by which the task should be finished.
      Planned start time Date and time when the task should start.
    4. Select Submit.
    5. If you accessed the form from Workplace Service Portal, on the verification page, you can create another planned task definition or generate planned tasks from this definition immediately.
      Note:
      You can also use this definition to generate planned tasks later. See the instructions in the Generate planned tasks topic.
      OptionAction
      Create another planned task definition Select Add another task definition.
      Generate planned tasks immediately
      1. Select View all task definitions.
      2. Open the planned task definition and select Generate Task.
      3. Select the Workplace Tasks related list to view the generated planned tasks.

    Result

    • The planned task definition is added to the list of all planned task definitions that you can view by navigating to Workplace Core > Workplace Tasks > Planned Tasks Definitions.
    • If you created planned tasks from this definition, they are added to the list of all planned tasks. You can view those tasks by navigating to Workplace Safety Management > Workplace Tasks > Planned Tasks.