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

CodeDescription
UUnplanned
AAvailable
PPlanned
RReschedule
S Started
G Progressed
C Completed
X Cancelled


Supplier Status

CodeDescription 
PPending
KWaiting on Key
WWaiting
XRejected
AAccepted
RRescheduled
CCompleted


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.