Task Details

Explanation

Name

Give the master task a name that you can easily identify the task by, e.g. “Receipt control, goods”.
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The name can consist of up to 50 characters. You can add a Comment if you want to make a longer description of the task.

Reference code

It is optional to give the task a reference code or a number. The reference code is used to sort the tasks in the overview.

Trigger

A trigger makes the task appear automatically. Once you have selected a trigger, the rule for automation is set up on the Creation Rules tab.

Block operation

By selecting Yes in this field, the action on an order will be blocked if a task is not completed.
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For example, if you have selected “Inbound order receipt” in the field Trigger, and selected “Purchase order” as the inbound order type on the tab Creation Rules, you will not be able to receive the purchase order until the task has been completed, e.g. “Receipt control, goods”.

Assignment rule

If a specific employee (must be tracezilla user) is responsible for executing or approving the task, you can assign the task here, by selecting the user.You can also assign tasks to specific user roles. Otherwise, select None.
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All users can complete a task, but assigning tasks, enables a user to get an overview of the tasks, for which they are responsible.

Manager

Only the user specified in this field and users with task executive permissions (can be granted in the company settings by account owner) will be able to re-assign occurrences of this task. If you indicate a user here, you lock the option for other users to reassign the task and hence ensures it is only performed by a specific user role or specified user. Leave empty to let any user re-assign.

Sequence weight

If you are to create multiple tasks that are related and should be triggered and completed in a specific order, you can use sequence weights.
Use the lowest number on the first task, that should be triggered for example 1. Then assign the next task in the row a higher number for example 2. Then the next task should be assigned an even higher number for example 3.
Please note, that inbound order triggers and inbound lot triggers works within the same sequence weights.

All Day Event

Select Yes if the task takes place over a whole day. In a field below, you can define the length of a working day.
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In the weekly schedule, the task will appear as a bar at the start of the day, rather than filling the entire view for the day.

Duration

You can specify a default number of minutes that the task usually takes. When the individual task is performed, the time can be corrected.

Start date

It is optional to fill in the field. If the task is time-limited, you can select a date for when the task becomes current.
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Please note that the task does not appear on orders or partners before the selected start date. You do not have to enter a Last date (optional) if you have entered a start date.

Start time

It is optional to fill in the field. If the task becomes relevant from a certain time, you can enter it here. In that case, remember to fill in Start date.

Last date

It is optional to fill in the field. If the task is time-limited, you can select a date for when the task is no longer current.
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Please note that the task does not appear on orders or partners after the selected date. You do not have to enter a Start date (optional) if you have entered a last date.

Task interval (days)

You can use the Supplier interval function if you want to carry out random checks of the supplier’s documents that are sent with the goods.
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It may be relevant if you need to check certificates for the goods at regular intervals or, for example, request certificates of analysis for checking pesticide residues in organic goods.
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The function can be used on master tasks with an automatic trigger for inbound orders (orders that are received) or inbound lot lines.

Tags

It is optional to fill in the field. You can categorize your tasks using tags. You can create a new tag by clicking +.
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For example, you can see a list of all tasks related to self-inspection if you give them the same tag.

Is this task active?

Only active tasks can appear automatically on orders, partners or in the task inbox. By default the task is active when it is created.
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If a task is no longer relevant, it can be deactivated by selecting No. A task associated with orders or partners cannot be deleted in order to retain history and control values.

Creation Rules

Explanation

Logic

The logic operators And or Or is used to set a condition for automation to be triggered.
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By selecting And, both of the following conditions must be met for the task to appear automatically. By selecting Or, one of the following conditions must be met for the task to appear automatically.

Add rule

Click the button if a specific condition for the trigger is to be added e.g. a specific partner or a specific tag.

Add group

Click the button if a general condition for the trigger is to be added e.g. the order type purchase order.

Resource & Controls

Explanation

Resource

A resource can be, for example, a machine that can only be disposed of for production at a time. By specifying a resource, you can use the weekly plan to get an overview of which machines are in use when, so that they are disposed of most efficiently. In this way, it can be used for resource management and planning.

Controls

Controls can be critical control points or sub-tasks that are part of the master task.
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By adding a critical control point, you can perform self-inspection digitally in tracezilla and generate the report Control values.

Comment

Explanation

Comment

In this field you can further describe why the task should be performed or specifications for how the task is performed.

Third party entry

Explanation

Rule for third party entry

Here you can choose which third party should perform the task. In order for the task to be sent to a given partner, a contact person with an email address must be added to the partner. Go the partner to create the contact and email address. Remember to check the box This contact should receive notifications related to the partner