Task Assistance

The Tasks Assistance functionality in Ava enables managers to approve tasks, flag important items, and proactively manage deadlines. It also helps employees stay informed about the status of their requests.

Supported element types:

When approval tasks are shown, either by user request or notification, users can take actions such as Approve or Reject, or View the task in Unit4 ERP CR.

System requirements

Task service V201209 must be configured. To generate the approval URL, the BusinessWorld web application must be published in Unit4 ERP Management Console.

System setup

Access rights

Assign access rights to relevant users as outlined in the User access checklist.

Process definitions

Define process definitions for each element type, including distribution rules for users. Workflow processes with user-defined actions are supported. Note: User-defined actions must not contain non-alphanumeric characters. Refer to the Workflow Reference Manual for more details.

Proactive notifications

To receive proactive notifications for pending tasks, define importance criteria (high or very high) for each relevant element type.

Ava will notify users when: - Workflow assigns them a task as the last owner of task. - Workflow assigns them a task as they are the task initiator. - Workflow assigns them a task with high or very high importance, as defined for each relevant element type. - Workflow detects an active new-task alert. Note that Ava uses its own response text, not the alert template. - Their request has been approved and the workflow is completed.

Known Issues

Setup for absence task cards

Issue

The way that Ava task cards structure the information for absence tasks differs from the absence approval structure in ERP, and so Ava may require some setup adjustments to avoid possible issues. The traditional approval window is displayed on a desktop or laptop screen, so it can include more information than the Ava task card, which are designed to be used on portable devices like phones. Currently, Ava displays absences one request at a time, without the possibility of displaying several lines in a single card. The issue is that actions will be performed on all the lines that meet the grouping criteria, not only in the displayed one.

Workaround

To avoid any issues, go to the Element types (TWF032) window in Unit4 ERP and ensure that the Task list property of Element type ABSA includes the following columns: - client - resource_id - sequence_no - abs_seq This setup ensures that each group has only one request, preventing unwanted approvals.