2.3 Task Review Settings

 

The Task Review Settings enables to configure the settings for how long a task runs and the reminder and repeat reminder email settings.


Task settings govern the mechanics of Tasks. Tasks in AgilityMOC are created automatically by the module at various stages. Only System Administrators can configure default settings for Tasks.


Tasks are created at the following stages:

  • Change Request: Initial Review – Task and Email generated to Change Request Coordinator informing of New Change Request
  • Change Request: Collaborator Review – Task and Email generated to Change Request Collaborators with due date; the names of Collaborators and due date are defined by the Coordinator
  • Once all Collaborators have voted, a Task and notification Email is generated to Change Request Coordinator informing them that all Collaborators have voted
  • The Change Request Coordinator defined the Change Request Owner and the Change Request Owner is allocated a Task and an Email generated
  • Once all Actions have been closed then the Change Request can be sent for close out; a Task and Email is generated to Person Responsible for Close Out
  • Where there are additional approvers for the Change Request then Ta ask and Email is generated to Additional Approvers
  • Upon the Change Request Owner creating a Change Request Action the system will create a Task and an Email is generated to Change Request Action Owner
  • Where the Change Request Action Owner defines additional reviewers then a Task and Email is generated to Action Additional Reviewers
  • Once all Action Additional Reviewers have voted, a Task and notification Email is generated to Change Request Action Owner informing them that all Action Additional Reviewers have voted
  • Change Request Action: Subscribers Review – Task and Email generated to Change Request Subscribers with due date; the names of Subscribers and due date are defined by the Change Request Action Owner
  • A Task and Email is generated to Action Owner once all Subscribers voted


A Change Request will be in one of the following statuses:

  • ChR Initial Review
  • Collaborator Review
  • Decision Review
  • Implementation
  • Awaiting Close Out
  • Closed Out

A Change Request Action will be in one of the following statuses:

  • Action Owner Review
  • Initial Review
  • In Progress
  • Subscriber Review
  • Awaiting Close Out
  • Closed Out


The MOC Module settings are only available to System Administrators with MOC Module Privileges.


To manage General Options:

  1. Navigate to the Modules Tab
  2. Click the MOC Settings icon (warning message is displayed)

MOC Module Settings Warning Message


MOC Module Settings - Task Review Settings Tab


To manage Task Settings:

  1. The period that tasks will run for can be set from 1 day to 999 days (the system will email the task to the actioner and also allocate a task in the MOC My Tasks)
  2. The Issue Reminder can be set to any number of days so long as it is below the Task Period (the system will email the actioner an initial reminder email
  3. The Issue Repeat Reminder can be set to any number of days so long as it is below the Task Period (the system will email the actioner subsequent reminder emails at defined intervals after the first reminder email)
  4. Select Save if you are making more MOC Module settings changes
  5. Select Save and Close if you finished making MOC Module settings changes
  6. Select Cancel to exit without saving.