5.2 View Task Rule Linkage

This topic provides information about the created task rule linkaeges.

This facility provides the functionality to view and modify the records in the table.

It is based on standard gcs pattern wherein each record is displayed as a tile and we can then view or unlock(edit) the fields after clicking on hamburger sign.

  1. On Home screen, click Task Rule Linkage Maintenance. Under Task Rule Linkage Maintenance, click View Task Rule Linkage.
    The View Task Rule Linkage screen displays.

    Figure 5-2 View Task Rule Linkage


    Description of Figure 5-2 follows
    Description of "Figure 5-2 View Task Rule Linkage"

    For more information on fields, refer to the field description table.

    Table 5-2 View Task Rule Linkage

    Field Description
    Workflow Name Displays the workflow name.
    Task Name Displays the take name.
    Authorization Status Displays the authorization status of the record.
    The options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Displays the status of the record.
    The options are:
    • Open
    • Closed
    Modification Number Displays the number of modification performed on the record.
  2. On View Task Rule Linkage screen, click Search icon.
    The View Task Rule Linkage - Search screen displays.

    Figure 5-3 View Task Rule Linkage - Search


    Description of Figure 5-3 follows
    Description of "Figure 5-3 View Task Rule Linkage - Search"

  3. On View Task Rule Linkage - Search screen, specify the Search Filter to fetch the required borrowing capacity.

    For more information on fields, refer to the field description table.

    Table 5-3 View Task Rule Linkage - Search – Field Description

    Field Description
    Workflow Name Specify the workflow name.
  4. Click Search to display to required task rule linkage.
  5. On View Task Rule Linkage screen, click Three dots icon to Unlock, Delete, Authorize or View the created borrowing capacity.
  6. Click Unlock to modify the task rule linkage.
    The Maintenance Dynamic task allocation - Modify screen displays.

    Figure 5-4 Maintenance Dynamic task allocation - Modify


    Description of Figure 5-4 follows
    Description of "Figure 5-4 Maintenance Dynamic task allocation - Modify"

    For more information on fields, refer to the field description table.

    Table 5-4 Maintenance Dynamic task allocation - Field Description

    Field Description
    Task Name Displays the task name.
    Workflow Name Displays the workflow name.
    Basis Displays the basis.

    User can modify the same.

    Note: Upon modification, the mod number increments by 1, reaching 2, which signifies the number of times this entry has been modified.

    Product Processor Displays the product processor.
    RuleGroup Displays the rulegroup.
  7. Click Save to update the modified fields.
  8. Click View to view the task rule linkage.
    The Maintenance Dynamic task allocation – View screen displays.

    Figure 5-5 Maintenance Dynamic task allocation – View


    Description of Figure 5-5 follows
    Description of "Figure 5-5 Maintenance Dynamic task allocation – View"

    For more information on fields, refer to the field description table.

    Table 5-5 Maintenance Dynamic task allocation - Field Description

    Field Description
    Task Name Displays the task name.
    Workflow Name Displays the workflow name.
    Basis Displays the basis.
    Product Processor Displays the product processor.
    RuleGroup Displays the rulegroup.
  9. On Maintenance Dynamic task allocation – View/Modify, click Audit.
    The Audit screen displays.

    Figure 5-6 Audit


    Description of Figure 5-6 follows
    Description of "Figure 5-6 Audit"

  10. Click Show History to display all the details of modification of this record.
    The Show History screen displays.

    Figure 5-7 Show History


    Description of Figure 5-7 follows
    Description of "Figure 5-7 Show History"

Parent topic: Task Rule Linkage Maintenance