Tasks

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This document provides information about the Tasks report screen which enables:

  • Administrators to:
    • Add, edit, and manage tasks quickly.
    • View the complete history of each operation.
    • Precisely control who can execute each task.
    • Maintain a detailed record of all actions performed.
  • Authorized users to:
    • Execute one-time tasks.

Prerequisites

  • System administrator or Task Manager administrator permission to add and manage tasks.
  • System user permission to run tasks.

Path to access

  1. On Segura® Platform, in the navigation bar, hover over the Products menu and select Task Manager.
  2. In the side menu, select Tasks.

Actions menu

Item Type Description
Add Button Directs to the Add task screen. Option available for administrators only.
Actions Dropdown menu Displays the options: Print report, Export CSV and Schedule report.

Search fields

Item Type Description
Name Text field Filters the tasks by the task name.
Created by Text field Filters the tasks by the user who added the task.
Included in Date picker Filters the tasks by the date when the task was added.
Status Dropdown menu Filters the tasks by the status. The options are Enabled or Disabled. Clear the field to enable the All option.
Environment Dropdown menu Filters the tasks by the environment in which the task will run.
System Dropdown menu Filters the tasks by the system in which the task will run.
Tags Text field Filters the tasks by the tags associated with the task.

Report fields

  • ID: task identification code.
  • Name.
  • Included in.
  • Created by.
  • Status.
  • System.
  • Environment.
  • Tags.
  • Actions:
    • Edit: opens the Edit task screen. Option available for administrators only.
    • Executions: opens the Executions screen. Option available for administrators only.
    • Schedules: opens the Schedule task screen. Option available for administrators only.
    • Run task: opens the Run task screen.
    • Disable: opens a confirmation pop-up to disable the task with the Yes or No options. Option available for administrators only.
Info

By default, the report displays 30 records per screen. To go to the next screen, click the forward buttons at the end of the report.

Run task screen

This screen provides information about the Run task form screen where you can provide the reasons and justifications to run the task.

Info
  • The Run task option is only available when there’s a device associated with the task execution.
  • The following fields may be required or optional depending on the settings defined in the access policy you are a part of.
Item Type Required Description
Reason Dropdown menu According to the access policy Reason to run the task according to the options available in the Access reasons screen.
Governance Code Text field According to the access policy Governance code to register the request.
Justification Text field According to the access policy Justification for the task execution.
Info

Approvers can view and manage requests assigned to them on the My approvals screen.