Content

Overview

My Tasks Page

Overview

Display Options

Executing Workflow Tasks

Viewing Task Execution History

Viewing the Task Execution Summary

Viewing Task Execution Details

 

User Workflows Page

Overview

Executing Workflow Tasks

Viewing Workflow Execution History

Viewing the Task Execution Summary

Viewing Workflow Execution Details

Viewing Task Execution Details

 

Overview

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  The Workflow User pages described herein are accessible from "Dashboards" in the Sidebar.

Workflows can be executed by Users who have access to the LIMS site map.

 

My Tasks Page

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Overview

 

The "My Tasks" page shows Workflow Tasks that can be executed by the current User. The list of Tasks is derived from:

Tasks with items in their Input Queue that are assigned to the current User (or have no specific Assignment).
Tasks that start a Workflow but have no Input Queue (even if a Workflow Execution does not yet exist).
Paused Tasks assigned to the current User (or have no specific Assignment).

You can use this page to:

Execute a Task in a Workflow.
View the Tasks as graphic tiles or a list, as well as arrange Tasks in groups.
View the number of SDIs in the Input Queue of each Task.
View a history of Task execution.
View a summary of Task executions.
View details concerning each Task execution.

Display Options

 

Workflow Tasks that are available for execution are displayed when the "My Tasks" page opens.

These display options are available:

1. This is an internally-generated name (as is the main title on the page header).
2. This indicates the number of Workflow Tasks available for execution in this page.
3. "Group By" lets you group the Tasks as follows:
Option Description
Workflow Tasks that have work pending for any User, i.e., Tasks that have not been filtered by the Administrator.
CreatedDate grouping (similar to that used in Microsoft Outlook) using the Create Date of the Task item on the Queue.
Assigned AnalystThe Task Definition Maintenance page and Workflow Definition Maintenance page both provide default options for Assignment, and this is used when a Task Queue item is added. The Assignment can subsequently be changed in the Workflow Manager page through the "Manage Tasks" button.
Queue SizeGroups by the number of SDIs in the Queue.  
TypeTasks shown are Tasks with Queue items, other available Tasks (Start Tasks in Workflows), or Paused Task executions.
4. "Refresh List" reloads the retrieved Tasks.
5. "Tile View" shows the retrieved Tasks as tiles with the Workflow Execution and queued SDIs as shown in first image above.
6. "List View"shows the retrieved Tasks as a list with the Workflow Execution and queued SDIs, e.g.,

Executing Workflow Tasks

 

This demonstration of Workflow Task execution uses the "LoginSampleandEnterData" example Workflow shown in Introduction to Workflows. To avoid confusion, these examples were run on a clean database to demonstrate functionality using a single example Workflow. Accordingly, your page will appear to be different if you have additional Tasks available for execution.

To execute a Task, select the Task (in this case, we select "Login Sample"), then click "Start Task".

The Task executes as shown in the "LoginSampleandEnterData" example Workflow shown in Introduction to Workflows. Following execution of the Task, the Workflow transfers the Sample to the Input Queue of the next Task, which is "Manage Samples". In "Tile View", the number of SDIs in the Input Queue is shown in a red bubble (in this case, there is one Sample in the Input Queue). In "View Mode", this is shown under "Queue Items".

To execute the next Task in the Workflow, select the next Task (which in this example is "Manage Samples"). Once again, click "Start Task".

The next Task ("Manage Samples") executes and, once again, the Workflow transfers the Sample to the Input Queue of the next Task, which is "Enter Sample Data", with the single Sample shown in the Input Queue.

Select the next Task ("Enter Sample Data""), then click "Start Task".

Following execution of the last Task in the Workflow, the Input Queues in this example are now empty.

Viewing Task Execution History

 

Clicking "Task History" for a selected Task execution shows the Task's execution history.

The Task History page shows execution highlights:

Column Description
Task Execution System-generated identifier of the Task.
Task Name Execution title given to the Task when it was created in the Workflow Task Definition Maintenance page.
Summary Indicates the outcome of Task execution (such as "Task completed successfully").
Started Date/time Task execution began.
Status Shows the Task status: Active, Paused, Complete, or Cancelled.
User User (SysUserId) who executed the Task.
Completed Date/time Task execution ended.
Notes The Notes icon (shown above in the first row) indicates that Notes have been added to the Task in the Task Execution Summary.

Viewing the Task Execution Summary

 

When in the Task History page, clicking "Task Summary" for a selected Task execution shows a summary of the Task's execution. This is also available by clicking the Task Identifier under "Task Execution". Also note that you can view this in either "List View" (shown below) ot "Tile View" by changing the Display Options.

In addition to the information above, the Task Summary (below) also provides a history of Task execution, details concerning Input Queues and Output Queues, Task Variable details, and a log of operations performed. You can also add Notes as shown below.

Viewing Task Execution Details

 

For details concerning a selected Task execution, click "View Details".

This provides the following information:

Detail Description
Task History Shows a history of Task Execution for the indicated time period.
Task Instructions Shows the Task Instructions (see Displaying Information).
Workflow Shows the Workflow primary keys and Workflow diagram.

 

User Workflows Page

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Overview

 

Like the My Tasks page, the "User Workflows" page shows Workflow Tasks that can be executed by the current User. The list of Tasks is derived from:

Tasks with items in their Input Queue that are assigned to the current User (or have no specific Assignment).
  Tasks that start a Workflow but have no Input Queue (even if a Workflow Execution does not yet exist).
  Paused Tasks assigned to the current User (or have no specific Assignment).

You can use this page to:

Execute a Task in a Workflow Execution.
View the number of SDIs in the Input Queue of each Task.
View a history of Task execution within the Workflow Execution.
View a summary of Task executions.
View details concerning the Workflow Execution.

In the User Workflow page, Tasks and Workflows do not appear if there is no Workflow Execution defined. Workflow Executions are defined in the Workflow Manager page, which shows all Workflows whether or not they have Workflow Executions. The only exception is "Auto Execution" Workflow (see Workflow Execution Types), as these always create a Workflow Execution when they start. For example, consider this Workflow with its two Workflow Executions in the Workflow Manager page:

In the My Tasks page, these same data are shown as below. Note that the "Login Sample" Task for the Workflows "TestAddSampleAuto" and "TestAddSampleNamed" are available - the former because it will automatically create an execution (as this is the Start Task of the Workflow), and the latter because there are two executions of "TestAddSampleNamed" (A and B).

In the "User Workflows" page, these Workflow data are shown as below. Only Workflows with existing Workflow Executions or those that are "Auto-Execution" Workflows are shown. From here, you can start the "Login Sample" of "TestAddSampleAuto", as well as execute the other Tasks in the existing Workflow Executions for "TestAddSampleNamed". Note the two numbers against "A" represent the number Queued and the number Paused.

Executing Workflow Tasks

 

As with the My Tasks page, this demonstration of Workflow Task execution also uses the "LoginSampleandEnterData" example Workflow shown in Introduction to Workflows. Once again, these examples were also run on a clean database to demonstrate functionality using a single example Workflow, so your page will appear to be different if you have additional Tasks available for execution.

Task execution is similar to the My Tasks page. Select a Workflow Execution, then select the Task to execute (in this case, we select "Login Sample"), then click "Start Task".

The Task executes as shown in the "LoginSampleandEnterData" example Workflow shown in Introduction to Workflows. Following execution of the Task, the Workflow transfers the Sample to the Input Queue of the next Task, which is "Manage Samples". The number of SDIs in the Input Queue is shown in a red bubble (in this case, there is one Sample in the Input Queue).

To execute the next Task in the Workflow, select the next Task (which in this example is "Manage Samples"). Once again, click "Start Task".

The next Task ("Manage Samples") executes and, once again, the Workflow transfers the Sample to the Input Queue of the next Task, which is "Enter Sample Data", with the single Sample shown in the Input Queue.

Select the next Task ("Enter Sample Data""), then click "Start Task".

Following execution of the last Task in the Workflow, the Input Queues in this example are now empty.

Viewing Workflow Execution History

 

Clicking "Workflow History" for a selected Workflow Execution shows the Workflow's execution history.

The Task highlights are similar to that shown when viewing the Task Execution History in the "My Tasks" page.

Viewing the Task Execution Summary

 

When in the Workflow History page, "Task Summary" opens the same Task Summary page as when viewing the Task Execution Summary in the "My Tasks" page, but it is labeled "User Workflows" as shown below.

The "Task Summary" is also similar to to the Task Execution Summary from the "My Tasks" page.

Viewing Workflow Execution Details

 

For details concerning a selected Workflow Execution, click "Workflow Details".

This provides the information shown below. "Workflow Details" are defined in the Workflow Definition. "Workflow Execution Details" refer tothe Workflow Execution itself.

Viewing Task Execution Details

 

For details concerning a selected Task Execution, click "View Details".

The "Workflow Details" tabs show the Workflow Execution Details. The "Task Details" tabs show the same information regarding Task Execution as when viewing Task Execution Details, except that any queued SDIs are shown under "Queued SDIs" (where SDI is the SDC defined for the queue).