Tasks Assistant

The Tasks assistant in Unit4 Advanced Virtual Assistant (Ava) allows managers to approve tasks, and also flag important tasks and proactively push against deadlines and due dates. Moreover, it helps employees to keep up to date on the status of requests.

The following element types are available with the Tasks Assistant:

• Absence approval (ABSA)
• Timesheets (TS)
• Requisition (REQ)
• Good received (GRN)
• Purchase order (PO)
• Incoming invoice (IIN)
• Travel expenses (TIN)
• Travel request (TIR)

When approval tasks are shown (either because the user has required it or it's a notification), actions can be performed on the tasks, such as approve or reject. You can view tasks in Unit4 ERPx by clicking the View button.

System setup

In order to make the functional set up for the Task Assistant, someone with administrator permissions within ERPx environment need to perform the following steps.

Access rights

Assign access rights for the relevant users as listed in User access checklist.

Process definitions

• Specify the Process definition for each element type with distribution rules for the users. Workflow processes with user defined actions are supported. Note that user defined actions must not contain non-alphanumeric characters.

Proactive notifications

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

Ava will notify you if:

• Workflow assigns you a task as "last owner of task".
• Workflow assigns you a task as "task initiator".
• Workflow assigns you a task with high or very high importance, as defined for the relevant element type.
• Workflow detects an active new-task alert, as defined in Alert setup. Note that Ava has its own response text and does not apply the defined alert template.
• Your request has been approved and the workflow is completed.