An ELMA user can control a task. All the user roles can do it. A task can have only one controller.
Assign and complete control
To assign a controller, click Control on the task creation page. The Completion Check field will be added to the task creation page (fig. 1), where you have to select the controller and the control type. Note, that the current user is added to this field by default.
Fig. 1. Task creation page. "Control" button and "Completion Check" field
Control Type:
Notify when Completed – when the task is completed, the user will receive a notification about it. The controller is only informed, that the task is completed, and cannot approve/reject the result.
Completion Check – when the task is completed, the user will receive a notification about it. Information on the task after its execution is displayed in the Completion Check section (fig. 2). This control type suggests checking the task completion only after the executor clicked Completed on the task page. The controller can reject the task completion.
Task monitoring – when the task is completed, the user will receive a notification about it. The task information is displayed in the Task Monitoring section (fig. 3). This control type suggests monitoring the whole task progress. When the task is completed, it is moved to the Completion Check section. The controller can reject the task completion.
Notify me when the task is completed – notify the author, that the task is completed:
Yes – send a notification.
No – do not send a notification.
Fig. 2. "Completion Check" section
The task controller page looks like the task executor page.
Fig. 3. "Task Monitoring" section
To check completion of a task, open the task page and click Completed or Reopen in the Completion Check section.
Click Completed to open the Complete dialog box, where you can add a comment or attach a file. After that click Completed. The task will acquire the "Completed and Checked" status.
When you click Reopen, the task editing window opens, where you can change any field and add a comment. After you have filled in the fields, click Save. The task will be sent to the executor and will acquire the "New" status.
Change task control parameters
After you have created a task, you can change its control parameters. The task author and controller can select another controller, change control type or cancel control.
To change the task control, click Actions – Change Control Type on the task page. In the opened dialog box (fig. 4) fill in the required fields: under control, controlled by, control type, comment.
Fig. 4. "Change task control type"
To save changes, click Set. To learn more about task control, see the respective Help section.
Take the task under control
In ELMA, users can take a task under control. All the user roles can do it. The author can assign himself/herself as the controller, when creating a task.
To take a task under control, click Actions – Take under Control on the task page. Confirm taking the task under control in the opened dialog box (fig. 5).
Fig. 5. "Take under control"
After you have confirmed taking the task under control, the user will see the Task Monitoring section, where all the tasks under the user's control are displayed.
