Introduction


Tasks are the basic unit of the workflow associated with each contract. Workflow, progress, scheduling all utilize the basic task information. As each contract workflow is created, the basic information and list of tasks is taken from the Template. During processing, reference is made to these templates for default information and precedent and task linking that is used to control forecasting and baseline information, as well as grouping tasks for callups. The central control of the task which is used to control and effect other related systems is the task status. This is represented in the following State Diagram.


Task Status Diagram

Supplier Status Diagram

iPad Callsheet Status Icons


Performance Flags

The following situations will arise and will trigger operations on the standard process bus

  • Overdue Starting - when the current date exceeds the date planned and date started is null
  • Overdue Completing - when the current date > forecast complete and date completed is null
  • Scheduling Conflict - when we discover during forecasting that the date planned is before the date it would be forecast to start allowing for precedents and delta days.
  • Overdue Planning - when the current date + lead time > forecast start and date planned is null

Code Dictionary

Task Status

Code Description
U Unplanned
A Available
P Planned
R Reschedule
S  Started
G  Progressed
C  Completed
X  Cancelled


Supplier Status

Code Description 
P Pending
K Waiting on Key
W Waiting
X Rejected
A Accepted
R Rescheduled
C Completed


Task Status

State

Next State

Operation

Description

Unplanned

Available

Preplanning

This happens automatically when scheduling Linked Tasks with No Supplier, in Autoschedule tasks without Suppliers such as Presite. Date Available becomes not null 
Change Date Planned from Null to a valid Date 
No notification required

Unplanned

Planned

Schedule

This happens with Autoschedule tasks with Suppliers, for Construction tasks either with PO matched Suppliers or specifically provided by Supervisor, Appointment Bookings etc. 
Set Date Planned to valid DateAND set Supplier to valid Supplier 
Create Message for Callup to Supplier 
Prepare ActivityReport for Schedule 
Create Notification 
Update Supplier Status to Accepted if Construction Job without Call and Confirm or Leads Job 
Update Supplier Status to Waiting otherwise

Available

Planned

Schedule

Same as Schedule above

Planned

Rescheduled(Temporary) Planned

Reschedule

When a task is already scheduled and we are changing the date planned, we are rescheduling. 
Change Date Planned to another valid DateAND no change to Supplier 
Create Message for Reschedule to Supplier 
Change State to Planned 
Create Notification 
Update Supplier Status to Accepted if(Construction Job without Call and Confirm) or Leads Job or (Construction Job and Supervisor Accepting Proposed Date) 
Update Supplier Status to Waiting otherwise

Planned

Cancelled(Temporary) Unplanned

Cancel

When a task is already scheduled (or started or completed) and we are changing the Supplier, we must first Cancel the task 
Change Date Planned to NullOR Change Supplier to Null (Supplier cannot be Locked) 
Create Message for Cancellation to Supplier 
Change State to Unplanned 
Create Notification 
Change Supplier Status to Pending

Planned

Started

Start

A task must be Planned before it can be started. 
Change Date Start to valid Date 
Create Notification 
Change Supplier Status to Accepted (??)

Started

Progressed(Temporary) Started

Progress

A task must be Started before it can be Progressed. It changes temporarily to the Progressed Status but then moves to the Started status. 
Change PcntComplete to less than 100% 
Prepare Activity Report for Started 
Create Notification

Started

Completed

Complete

A task must be Started before it can be Completed. 
Mandatory Flexfields and Checklist Flexfields must be not null 
Quotes must meet criteria 
Inspections must be completed 
Change PcntComplete to 100%OR change DateCompleted to a valid Date 
Either of these changes and trigger completion - the other must be updated automatically. 
Prepare Activity Report for Completed 
Create Notification 
Change Supplier Status to Completed

Started

Planned

Uncomplete

Update Date Start to Null 
Update PcntComplete to 0 
Create Notification

Completed

Planned

Uncomplete

Update Date Start to Null 
Update PcntComplete to 0 
Update DateCompleted to Null 
Create Notification 
Change Supplier Status to Accepted

Any

Unplanned

Reset

This is a system function and it resets the properties of the task to match the template.

 

Supplier Status

State

Next State

Operation

Description

Pending

Waiting

 

This happens automatically when scheduling Linked Tasks with No Supplier, in Autoschedule tasks without Suppliers such as Presite. Date Available becomes not null 
Change Date Planned from Null to a valid Date 
No notification required

Unplanned

Planned

Schedule

This happens with Autoschedule tasks with Suppliers, for Construction tasks either with PO matched Suppliers or specifically provided by Supervisor, Appointment Bookings etc.