Creating Analytical & Non Analytical Tasks Manually
CREATING NEW TASKS MANUALLY
From the Task List page, the CREATE button offers two options: Analytical and Non-Analytical Tasks.
This feature allows managers and supervisors to intervene manually and add specific activities.
From My Task page, the CREATE button offers only the Non-Analytical Task option.
This feature enables technicians to block their agenda with non-analytical duties, so that the engine considers those slots unavailable for scheduling analytical activities.
All manually created tasks can overlap with other tasks or extend beyond an employee's normal shift hours. There is no limitation imposed by Optima.
An analytical task is linked to a specific step of a test, and only the employees and instruments associated with the corresponding competency group or instrument group can be selected for this task.
A non-analytical task is not linked to any specific step of a test. These are mostly administrative, meeting, or similar tasks that can, however, be associated with a specific project.
HOW TO MANUALLY CREATE AN ANALYTICAL TASK
The form has 4 main areas: TASK details, TEST details, TIMING and ASSIGNMENT details.
1) TASK DETAILS AREA
Enter the following information:
Task Type
This mandatory field allows you to categorise your activities and it is used for reporting purposes
The list of task types for your analytical activities can be defined in Settings
Task Code & Task Description
those field are here empty and allow free text.
It is highly recommended to provide some information about the task, as this is the first details visible in the Calendars
Task Status
This mandatory field shows the progress of the task: OPEN, In Progress, Completed
The list of tasks status and its colour can be defined in Settings.
Project
Indicate if the newly created task should be assigned to a specific project (if applicable to your system configuration)
Sample ID
Indicate here if this is related to a specific sample number (if applicable to your system configuration)
2) TEST DETAILS AREA
Enter the following information:
1) Select your Tests Group from the list displayed. The associated Tests Series will be displayed in the field below
2) Select your Tests Series from the list displayed. The associated Tests will be displayed in the field below
3) Select your Test from the list displayed. The associated Steps will be displayed in the field below
4) Pick the step
5) Duration is filed up automatically when selecting the step
6) Add Number of samples ( if applicable to your system configuration)
7) Enter Protocol number or any useful reference ( if applicable to your system configuration)
3) TIMING AREA
Enter the following information:
Start Date
Enter the date for your activity to be initiated
Expected Completion
This date is automatically set from your Start date + Duration
End Date
This date will be updated once the task is marked completed
Task Start Scheduled / Task end Scheduled
Those dates are automatically set from your Start Date & Expected Completion
4) ASSIGNMENT DETAILS AREA
According to the selected Step (in the Test Details area), the Employees and Instruments fields display only the employees and instruments linked to the competency groups and instrument groups configured for this step.
5) MULTI ASSIGNMENT OF RESOURCES FOR AN ANALYTICAL TASK
You can manually add more than one employee or more than one instrument from the competency groups and instrument groups configured for this step.
Just click on the arrow on the right side of the field in order to display the list, click on the name to add it.
Repeat as many time as necessary
To deselect it just click on the X close by the name of the employee or instrument.
There is no limitations neither in adding more resources neither in eliminating them all even if they were assigned previously by the engine.
At least one employee or one instrument should be assigned.
HOW TO MANUALLY CREATE A NON-ANALYTICAL TASK
From the Task List and My Task pages the CREATE button offers the possibility to block slot in the agenda of a person with Non-Analytical Tasks.
The engine considers those slots unavailable for scheduling analytical activities.
Enter the following information:
Task Type
This mandatory field allows you to categorise your activities and it is used for reporting purposes
The list of task types for your analytical activities can be defined in Setting
Task Code & Task Description
those field are here empty and allow free text.
It is highly recommended to provide some information about the task, as this is the first details visible in the Calendars
Task Status
This mandatory field shows the progress of the task: OPEN, In Progress, Completed
The list of tasks status and its colour can be defined in Settings.
Project
Indicate if the newly created task should be assigned to a specific project (if applicable to your system configuration)
Start Date and End date
Required to book the slot in the agenda of the employee selected in the last field of this form.
Employee
Select the employee to be assigned the task
MULTI ASSIGNMENT OF EMPLOYEES FOR A NON-ANALYTICAL TASK
You can manually add more than one employee
Just click on the arrow on the right side of the field in order to display the full list, click on the name to add it.
Repeat as many time as necessary
To deselect it just click on the X close by the name of the employee or instrument.
There is no limitations neither in adding more resources neither in eliminating them.
At least one employee should be assigned.
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