How to Manage Tasks

Task Workflow

Purpose: The Task Workflow option presents a list of all outstanding tasks, listed by task type, and allows various maintenance functions to be carried out. The following table outlines the steps for this process.

Step	Action
1	Select Activity from the main menu, then select Workflow.
2	The Tasks tab displays the Task Type Summary screen. • To send a message to RF users, click Contact Operator. • To view the specific tasks for a type, double-click the line to select it (this opens the Detail tab). See table on next page for more information about the columns (Created, Active, etc.).

Column	Description
Created	Number of tasks that are created but not yet available to process. This normally only applies to movements performed with two-part tasks. Second task will move from Created to Active when first task is completed.
Active	Number of tasks that are available but not yet in progress.
Assigned	Number of tasks currently in progress.
Held	Number of tasks that are held. *Note:* It is important to monitor this column as it indicates when RF operators suspend tasks. At the end of each day, a supervisor should review and release all suspended tasks, as they will not become active and available to other RF operators until they are deassigned and released.

The Detail tab displays the specific tasks for a type. Click one of the stages (Open, Created, Active, Assigned or Actioned) to filter the list.

If you want to…	Then
Perform various actions, such as promote or close a task	Click Show Actions to access the Show Actions pop-up window, and go to Step 4.
View the full details of an individual task	Double-click the task to open the Warehouse Task Movement screen. Go to Step 5.

When you click the Show Action button, a pop-up window displays, providing you with the ability to perform a number of actions:

Action	Description	Image
Promote Task	Makes this task the highest priority task
Activate Task	Releases task at Created stage
Change Priority	Changes the priority of a task
Print	Prints the contents of the task
Action	Manually completes the task
Close	Closes the task without any action
Delete	Deletes the task without any action
Hold	Holds the task to prevent it from being processed
Release	Releases a task that has been held or suspended by an RF operator

When you double-click the task from the Detail tab, it opens the Warehouse Task Movement screen. A number of movements may exist within a task. Each movement has a top row (in gray), which indicates the “from” details, and a bottom row (in blue), which indicates the “to” details.

If you want to…

Then

Perform various actions, such as promote or close the task

Click Show Task Actions to access the Show Task Actions pop-up window, and go to Step

When you click the Show Task Action button within the Warehouse Task Movement screen, a pop-up window displays, providing you with the ability to perform a number of actions:

Action	Description	Image
Action	Manually completes the task
Close	Closes the task without any action
Delete	Deletes the task without any action
Assign Task	Assigns the task to a specific RF operator
Deassign	Deassigns the task from an RF operator who has suspended the task
Activate	Releases a task at Created stage
Hold	Holds the task to prevent it from being processed
Release	Releases the task so that it can be processed

Note: Any tasks that have been suspended by RF operators must be both Deassigned and Released before they become available for RF operators to process.

Task Summary

Task	Description
AUSA1	Ad Hoc Stock Item Audit – Task created when a product ID and quantity in a location need to be confirmed.
AUSA2	Ad Hoc Stock Item Plus Attributes Audit – Task created when the product and quantity in a location as well as the item attributes (expiry date, lot#) need to be confirmed
AUSA3	Ad Hoc Stock & StU Audit – Task created when the product, quantity per StU ID need to be confirmed.
AUSA4	Ad Hoc Stock StU Plus Attributes Audit – Task created when the product, quantity per StU ID to be confirmed along with item attributes (expiry date, lot#)
AUSA5	Ad Hoc Stock StU ID Audit – Task created when the product ID and quantity on a particular StU need to be confirmed
AUSA6	Ad Hoc StU Quantity – Task created when the number of StUs in a location need to be confirmed.
INSP	Receipt Inspection – Task created when a receipt (all types) is ready to be received against

LOAD	Load – Task - Task created for LTL pallets to be scanned to the dock door during ‘Loading’.
PUTI	Putaway Item – Task created when items received against a receipt are ready to be put away to a warehouse location
PUTS	Putaway StU – Task created when a StU with a single item received against a receipt is ready to be put away to a warehouse location
SCONS	Stock – Consolidate StU – Task created for consolidating multiple StUs in to one.
SPI	Stock Pick Item - Task created for item picks on a customer shipment
SPIT	Stock Pick Item Transfer Order - Task created for picks on a transfer order
SPIV	Stock Pick Item RTV – Task created for picks on a vendor return order
SPIW	Stock Pick Item Work Order – Task created for item picks on a work order
SPS	Stock Pick StU – Task created for StU picks on a customer shipment
SPSW	Stock Pick StU Work Order – Task created for StU picks on a work order
STRAI	Stock Transfer Item – Task created for an item transfer between warehouse location
STRAS	Stock Transfer StU – Task created for a StU transfer between warehouse locations

How to Manage Tasks

This document includes the standard operating procedures for managing various tasks.

Task Workflow

Task Summary