Consideration Task

The user to whom the document was sent for consideration receives a consideration task with the document attached (fig. 1).

Fig. 1. Consideration task

The consideration task has five tabs: Consideration/tasks, Decision, Preview, Document and History.

The Consideration/tasks tab includes:

1. Consideration State - Pending Consideration/Executing decision based tasks/Decision based tasks completed.

2. All the decision based tasks, including the document consideration task (fig.2).

Fig. 2. Consideration/Tasks tab

Decision – includes two units:

1. Enter a decision – a text field where you can add a decision on the document (fig. 3).

Fig. 3. Enter a decision

2. Create tasks according to the decision on the document – a data table with information on all the decision based tasks. It includes the task subject, executor, controller and end date. You can also add new decision based tasks in this field (fig. 4).

Fig. 4. "Create tasks according to the decision on the document"

Preview – this tab allows previewing the current document version without downloading it. If the document version extension is not supported, this tab is not displayed.

Document - this tab contains the document page. To edit it, click open in a new window.

History – a standard tab for task pages. To learn more, see the respective Help page.

To complete a consideration task, you have to:

1. Enter a decision on the further actions with the document in the Decision tab, in the Enter a decision section.

2. You can add decision based tasks.

To add a new decision based task, click Add Task on the Decision tab (fig. 5).

Fig. 5. Add Task button

A page for creating a user task opens. If necessary, you can add several decision based tasks

Fill in the required fields and click Add. After that, the task will be added to the list. All the tasks from the list will be assigned to the users only after you click Considered.

3. Click Considered. If you have not created any decision based tasks, the confirmation window will open where you have to select one of the options:

Confirm the decision and stop document processing – complete the consideration task without creating decision based tasks.
Send the document for creating decision based tasks – complete the consideration task and assign the Create Decision Based Tasks task to another user.

If the user to whom the task is assigned does not have access to the document attached to the task, ELMA will offer you to assign access.

The selected user will receive the Create Decision Based Tasks task with the document attached.

4. If you have created decision based tasks, then in order to complete the document consideration task the user selected as the controller has to check completion of these tasks. By default, the consideration task author is the controller. After completing and checking all the decision based tasks, the document consideration state changes to Decision based tasks completed.

If decision based tasks are not assigned, the Decision based tasks completed state is set.

If decision based tasks are assigned, the Executing decision based tasks state is set.

Fig. 6. Confirmation dialog box

Top menu buttons

The top menu of the document consideration task includes the following buttons:

	Click this button to complete the consideration task.
	Start execution of the task. When you click this button, a dialog box opens, where you can add a comment and upload a file.
	Reassign – reassign the task to another user. Reschedule – reschedule the task's end date. The task author and executor will receive a notification about it. Ask Question – ask a question on the task. Add Comment – add a comment to the task. Add Time Report – add a time report on the task. Download attachments - you can download the files attached to the task (including the files attached in a comment).

If a document is sent for consideration, any user with View/Load permissions or higher can make a decision on it and create decision based tasks. To do so, open the document page, click Actions and select Make Decision. After that, the consideration task page will open. However, the consideration task assigned to another user will not be completed. As the result, all the decisions will be saved on the Consideration tab of the document page, and all the consideration tasks must be completed.