Define Task Activity

Explanation

This activity is used to define activities for a particular task type. Each case task can consist of an activity that should be performed to complete the case task, e.g., analyze problem, verify correction. The task activity is a template from which the information is initially copied with no future connection, i.e., any later changes in the task activity will have no impact on the case task in a case or case task in a task template.

Pre-selected task activities will be added to each newly created case. If necessary, you can pre-select a task activity, select a handover business object for the task activity and indicate that the handover dialog should be opened  when a new case (using this task activity) is created, thereby minimizing the steps required to perform this function. Also, you can use this activity to configure the automatic opening of the Dispatch dialog box for the case tasks, as they are created in the cases.

Prerequisites

A task type must have been entered on the Case Task Basic Data/Task Type tab.  

System Effects

As a result of this activity, you will be able to select the activities for particular case asks.

Window

Case Task Basic Data

Related Window Descriptions

Case Task Basic Data
Case Task Basic Data/Task Activity

Procedure

  1. Open the Case Task Basic Data window and click the Task Activity tab.
  2. Create a new record. (F5)
  3. Enter a value in the Activity field.
  4. Optionally, enter a description for the task type in the Description field.
  5. Enter a value in the Task Type field. Use the List of Values to enter a suitable value.
  6. Optionally, enter a number in the LOV Order field to determine the order in which the task activity will be shown in a List of Values.
  7. Optionally, select the Pre Selected check box if you wish to indicate that the task activity is to be automatically added to new cases.
  8. Optionally, select the Dispatch check box to configure automatic opening of the Dispatch dialog box for the case tasks.
  9. Optionally, select a value for the Handover Business Object field.
  10. Optionally, select the Open on New Cases check box to configure that the handover dialog of the business object indicated in the Handover Business Object field should be opened as soon as the case is created (when this particular task activity is defined as pre-selected for a case or if the task activity is part of the selected task template)
  11. Optionally, enter values in the Work Days and Work Hours fields estimating the time needed for the activity.
  12. Select a value for the Calculate Date field to indicate how to calculate the due date for a case task. 
  13. Save the record.(F12)