SOP Title: Task and Task Queue Setup | ||
Document #: {} | Revision #: 1.0 | Effective Date: MM/DD/YYYY |
Author: {NAME} | Reviewer: {NAME} | Approver: {NAME} |
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Purpose
These procedures will guide {INSERT TEAM NAME} through list process(es)
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Scope
The {INSERT TEAM NAME} will be impacted by this procedure.
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Roles and Responsibility
{INSERT ROLE or DEPT NAME} with a {define role} will be responsible for list action
{INSERT ROLE or DEPT NAME} will be responsible for list action share.
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Definitions
TERM | Definition |
Term | Definition |
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Procedure
5.1
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Adding a Task Queue
Actors
User with appropriate permissions
Regent Award
Pre-condition
(The planning process when adding a new or updating existing Task and Task Queue Setup and documenting other configuration areas that need to be updated)
Task Queue does not exist
Task Queue is added to the Task_Setup_Template
Basic Flow
The user creates a Customer Zone (CZ) ticket requesting Regent to copy the Production data to the QA environment.
Regent Account Manager updates CZ ticket once the restore is completed.
The user adds the Task Queue in the QA environment:
Navigates to Administration
Clicks on Task Management
Clicks on
...
Queue
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Setup
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Clicks on the “Add
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Queue Setup” button
Enters the name of the Task Queue
Clicks
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“Save.”
After the Task Queue has been added, the user performs the following steps:
Clicks on Administration.
Clicks on [Client] (the Enterprise level.)
Clicks on the Reload RNA Setup button.
NOTE: After making changes to ANY section of the configuration setup, clicking on the Reload RNA Setup button will apply and activate the changes in the system.
The user validates the updated information in QA.
Once the user validates the configuration and ensures accuracy, the user will make the same changes in Production.
Post-conditions
The Task Queue is added to Regent Award.
Alternative Flow
User
...
selects ‘Edit’ on an existing Task Queue
...
.
5.2
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Adding a Task
Actors
User with appropriate permissions
Regent Award
Pre-condition
Task does not exist
Task is added to the [Client] Task_Setup_Template
Task Queue is created
Basic Flow
The user creates a Customer Zone (CZ) ticket requesting Regent to copy the Production data to the QA environment.
Regent Account Manager updates CZ ticket once the restore is completed.
The user adds the Task in the QA environment:
Navigates to Administration.
Clicks on Task
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Management.
Clicks on Task
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Setup.
Clicks on the “Add Task Setup” button.
On the General tab, enters all new fields from the [Client] Task_Setup_Template.
Note: The user can only choose from the “Task Type (s)” that are pre-configured in Regent Award. If the user would like to add a new “Task Type”, this must be requested as an enhancement via a CZ ticket.
Clicks
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“Save.”
Additional step for Tasks that are triggered by Documents:
User navigates back to the newly created task in the Task Setup
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grid and filters on “Task
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Type.”
Clicks on the Document Setup tab.
Clicks
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“Edit.”
Chooses “Add Task
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Trigger.”
Clicks on the pencil icon to edit the “Document Use Type(s)”.
Can select “Apply to All Scopes” or clicks on the pencil icon to edit the “FAY Scope Value(s) or clicks on the “Include Student Scope” check box.
Clicks on the pencil icon to update the “Selected Status(es).”
Clicks
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“Save.”
Navigates to the Restrict Process Setup tab:
Clicks
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“Edit.”
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Adds all restrictions that apply.
Clicks
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“Save.”
Note: The Triggering Funds Tab is only enabled for the "Review Overaward with Unpaid Disbursements" task. The user is presented with the option to select all funds or specific funds that will trigger the task to populate for a student record during the packaging process. For full task requirements, please see Regent Award Task Triggers.
After the Task has been added, the user performs the following steps:
Clicks on Administration.
Clicks on [Client] (the Enterprise level.)
Clicks on the Reload RNA Setup button.
NOTE: After making changes to ANY section of the configuration setup, clicking on the Reload RNA Setup button will apply and activate the changes in the system.
The user validates the updated information in QA.
Once the user validates the configuration and ensures accuracy, the user will make the same changes in Production.
Post-conditions
The Task is added to Regent Award.
Alternative Flow
User
...
selects ‘Edit’ on an existing Task
...
.
Change Log
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