How can I create a task to request the employee for PCS data and other data? Follow

Pre-requisites: A data collection task needs to be assigned to the employee and employee must have permission to complete the task.
Topics Covered:
Target Users
  • Service Providers
  • Organization Administrators
Required Permissions:
  • Manage Process

Introduction

A service provider can create a task to collect data from an employee/Assignee. This type of task can be created using the “Data Collection” task type. When the task is completed by the employee or assignee, the requested data is entered by the employee.

Configure Data Collection Task

The process to create the task is same as “How will I create a task in a Sub-Process?” except that I need to select the Task Type as “Data Collection”. 

From the Edit Process form, select the tab “Type”. From the drop down for Task Type, select “Data Collection”. 

The drop down “Field Type” contains the type of data that can be requested from an employee/assignee. 

  • Predefined PCS Field 
  • Task Specific File Field 
  • Task Specific Select Field 
  • Task Specific Date Field 

Please see the Figure-1 below. 

Figure-1

The application will allows a SP to request several PCS data, several text, date and lookup data from the employee as shown in Figure-1 above. The employee needs to enter the values for these fields during task completion. If the SP needs the employee to upload a file, the “File Upload” field type needs to be added to task. Also make sure that task is assigned to the “Employee” by using the Assignment Tab. Once the SP save this task and publish the process, this process is available from the Employee Assignment page. 

Complete the Data Collection Task

When the employee completes the task from Assignment Details page, he/she should enter the data for each data collection requested field. Please see Figure-2 below.  

Figure-2

In this use case, the employee needs to enter/set data for the requested fields before Saving and Completing the task. 

  • HR Check-in Appointment (Enter a value) 
  • Select a Form (Upload a form) 
  • House Zone (Select a house zone from drop down) 
  • Set Some Date (Enter a value for date) 
  • ISSO Briefing Appointment (Enter a value) 
  • Set Some Text (Enter a value) 

 

Related Articles: 

How will I create a task in a Sub-Process? 

How will I create a PCS Request? 

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