To Add and Remove Child Tasks

Open the workflow for which you wan to add or remove child tasks.

Do one of the following:

From the Actions menu, select Accept

or

From the workflow footer, click Accept.

Tip: If you do not see the Accept button or menu option, confirm that you or you are a member of a skill that is assigned to this task. You can view assignment information from the Tasks tab. For example,

To add a Child Review Task, select the Tasks tab, then select the task for which you want to add a Child Review Task and then from the Actions menu select Add Review Task.

Note: The task must be a task assigned with a Class of "Review".

The Add Review Task dialog appears. For example,

Select the Type of review task.

Note: This field is required.

Note: The list of available task Types is defined by your ALIM System Administrator. For more information about setting up Review Task types, see the AssetWise CONNECT Edition Implementation Guide.

Enter a Planned End Date.

Note: This field is required.

Select a Skill from the list.

Note: This field is required.

You can enter an Assignee, Task Description, and Task Instructions.

If the selected Review Workflow type allows for more child review tasks than are required, you can select one or more existing child review tasks and then from the Actions menu, select Delete Review Tasks.

A dialog appears, prompting you to confirm the operation.

Note: Child tasks with a status of "Forthcoming" may be deleted, while review tasks with a status of "Inbox" or "Active" may only be skipped. If you need to delete a child task but the Delete option is not available, you can rework the workflow back to a task that occurs prior to the Parent Review Task step. This will revert the status to "Forthcoming" and then the task can be deleted.

If you need to change the person and/or skill assigned to a task, you can click Assign and then reassign the task.

Repeat Steps 3 to 9 for each child review task that you want to add or remove.

Complete the Lead Reviewer task by doing the following:

From the Actions menu, select Complete

or

From the workflow footer, click Complete.

Note: When completing a comments tracking task that is followed by a parent review task with child review tasks of its own, the parent review task is automatically assigned to the currently logged in user and marked as "Accepted". The status of each child review task is set to "Inbox". If the current active task is a Parent Review Task Container workflow, the parent review task is automatically completed once the last child review task is either completed or skipped.

When a review task is skipped, the specified reason can be viewed by doing the following:

Navigate to the workflow
Select the Tasks tab
Select the skipped task to open it.
From the Settings menu, select View history. For example,
The change and reason for skipping the task appears on the screen. For example,