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How operators can add task to Live Processes

The Weever platform provides operational flexibility by allowing users to dynamically modify active processes to address real-time requirements. This capability ensures that unexpected events or necessary corrective actions are documented and assigned without disrupting the established workflow.

 

Key Takeaways

  • The Weever platform provides operational flexibility by allowing users to dynamically modify active processes to address real-time requirements.
  • This capability ensures that unexpected events or necessary corrective actions are documented and assigned without disrupting the established workflow.
  • There are two primary methods for adding work during execution:
    1. Action Item form field 
    2. manual "Add Task" button.
       
  • The Action Item field is integrated directly into a form via the Form Builder and allows users to generate instruction-only tasks that are added to the current step.
  • Conversely, the "Add Task" button—available by default in all processes—allows for greater customization, enabling users to name tasks, set priorities, and choose between adding instructions or entirely new forms.
  • When adding form tasks manually, administrators should ensure a dedicated action item form exists to streamline the data entry process.
  • These tools collectively empower staff to adjust to facility conditions on the fly while maintaining a complete and transparent audit trail.

"How-To" Guide: Managing Action Items and Manual Tasks

 

Implementing the Action Item Field

  1. Open the relevant form in the Form Builder.
  2. Add the Action Item field to the form layout.
  3. During execution, the operator clicks this field to open a modal where they can provide specific instructions and assign the task to another user.
  4. Optionally, enable email notifications to alert the assignee immediately.
  5. The new task is automatically appended to the current process step.

Manually Adding Tasks during a Process

  1. Click the "Add Task" button, which is available by default in all active processes.
  2. Provide a Task Name and assign a Priority level.
  3. Select the task type: Instruction or Form.
  4. If selecting a form, target a pre-built form (best practice is to use a dedicated "Action Item" form).
  5. Determine if the task should create a new submission or update an existing one.
  6. Select the Required Fields that must be completed for the task to be marked as "Done"