Create Protocol Instance Tasks#

ProtocolInstance.Open

Task.Create

Overview#

This operation is used to create Protocol Instance Tasks.

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

• Protocol instance exists, is active and is in the system state Open.
• Protocol State AllowTaskRelease is true.
• If a state role is defined, the user must belong to that role.

Sequence of Steps#

Step 1#

1. In the Details view, Open the Protocol Instance and select the button Create Task.
2. Enter a Title for the task.
3. Select an Employee Owner for the task.
4. Select a Priority for the task (defaults to Medium).
5. Select a Due Date for the task.
6. Optionally, enter a Description for the task.

7. Optionally, select the Latest Protocol State Completion for the task.

   Note

   If defined, you can move forward in the protocol states, but you cannot move beyond the state that is referred in the current task without completing the task itself.

8. Optionally, select a Data Group for the task.

   Note

   For details on Advanced Options and other task-related information, see Create Task in the Task entity.

9. Optionally, enter a comment.

10. Select Create to complete the operation.