Basic Config: Create Edit Task

Creating or Editing a Task

The SDLT comes pre-configured with 27 tasks (Task Information). Modifying or creating new tasks is encouraged, as this will allow you to align the SDLT processes to your real world equivalents.

If you want to add or edit a Task, this can be done by accessing the administration panel http://sdlt-ip/admin and going to Questionnaires on the left hand menu. You should have selected the Tasks tab on the top right. This will give you a list of all tasks in the SDLT. You can click Add Task to create a new task, or click on an existing task to modify it.

Note: You cannot modify how a task is allocated through it's configuration. This is done by editing the Questionnaire or Task that allocates it to the submission. You can view where the task is allocated by clicking on the Used On tab when viewing a task.`

Creating Tasks

When creating new tasks, the types are defined here.

The Key Information field is not used for tasks. Feel free to use this for notes or information that would be useful to other people viewing/updating the task.

Task Approval is used to define a user group within the SDLT as approvers of the task. This means the task must be approved by one member of the group before the SDLT will consider it complete.

Once inside a Questionnaire or Risk Questionnaire task, modifying the questions can be done in the standard way.