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Scheduling Process Tasks

Overview

Process tasks are scheduled tasks that are tied to an L7|ESP Experiment. These Experiments can be anything from laboratory experiments, to preventative maintenance processes, to science agnostic business process. The process itself is orchestrated in advance in L7|MASTER by a super user.

Unlike administrative tasks that can be created and scheduled directly from L7 Scheduling's Calendar page, process tasks are initiated in the L7 Projects app, then formally scheduled in L7 Scheduling. As personnel execute the process, L7 Scheduling will track how long each step takes to complete, and will compare the actual to expected turn around times, providing operation insights.

To learn more about how to track turn around times, check out Monitoring Task Duration Time.

Creating a Schedulable Process Task in L7 Projects App

In order to formally schedule a process task in L7 Scheduling and assign resources to the task, you must first create the Experiment in L7 Projects app.

Note

To learn more about how a super user model processes and assign process duration times, see Assigning Process Duration Time.

Procedure

  1. Navigate to L7 Projects App

  2. Click + Experiments inline with the Project it will belong to

    projects_SchedulableProcessTask_3_3.png

    Important

    Every Experiment must belong to a Project. If you have not created a Project or Experiment before, then checkout Understanding Projects and Experiments.

  3. Select either Workflow or Workflow Chain

  4. Select a specific process

  5. Select a Version

    Important

    When creating Workflow Chain Experiments, only pinned versions of Workflow Chains are Schedulable tasks.

  6. Enter a Name

  7. Optionally enter a Description, Tags, Specification Plan, and Sample Plan

  8. Select the Schedule Task checkbox

    projects_SchedulableProcessTask2_3_3.png
  9. Enter a Name. By default this field will inherit the name of Experiment, but is editable.

  10. Assign a Priority level to the task (low, medium, high, or rerun)

  11. Assign a Due date

  12. Optionally enter a Description and apply Tags to the task. By default these fields will inherit the values applied to the Experiment, but is editable.

  13. Duration (hours) is a read only field that is auto computed based on how the process was modeled

  14. Select a Pattern to be used as the background of the scheduled task displayed on L7 Scheduling's Calendar.

    Note

    By default, patterns are selected consecutively (top left to bottom right) to help differentiate Workflow Chains from each other, this is useful when you use the same process often.

  15. Click Next

  16. If creating a Workflow Chain Experiment, then select/confirm the start node

    Note

    Any Workflows/nodes that do not have a duration time configured will not be scheduled in L7 Scheduling.

    projects_ScheduledTaskWFC_3_3.png
  17. Click Next

  18. Add Entities (Use Existing Entities or Add New Entities)

  19. Click Next

  20. Click Save & Submit

  21. Click Submit Entities.

    Important

    Once submitted, the process task will be displayed in L7 Scheduling's Calendar page and the Experiment and Entities will be sent to L7 LIMS app for processing.

Scheduling Process Tasks in L7 Scheduling

After a scheduled task Experiment has been submitted, you can find a record of it in the Unscheduled Tasks panel of L7 Scheduling's Calendar section. From here you can schedule the task and assign resources to it.

Tip

Workflow Chain process tasks have an arrow that can be expanded to see each section of the process and their duration time estimates.

scheduling_CalendarUnscheduledTasksExpanded_3_3.png

Procedure

Schedule the Task

  1. Navigate to L7 Scheduling -> Calendar

  2. Review the calendar to determine the day and time you want to schedule the task

  3. Drag the unscheduled task directly onto the calendar's desired day/time

    Note

    Alternatively, you can click the task's vertical ellipsis, then click Edit Task.

    Here you can enter a start and end date/time.

    scheduling_CalendarUnscheduledTaskEditTask_3_3.png

Assign Resources to the Task

  1. Click the scheduled task

  2. Click Edit Task

  3. Assign resources

  4. Click Save

    scheduling_CalendarEditTaskAssignResouce_3_3.png

Initiating L7 LIMS Processes

L7 Scheduling allows you to initiate L7 LIMS processing by creating the LIMS Worksheet right from the Calendar view.

Note

L7 Scheduling only supports creating a single Worksheet for all Entities to be processed in.

If Entities need to be divided among several Worksheets, then you will need to create the Worksheets in L7 LIMS.

Procedure

  1. Click the scheduled task

  2. Click Create Worksheet

  3. Enter a Name for the LIMS Worksheet

  4. Click Add Worksheet

    scheduling_CalendarAddNewWorksheet_3_3.png

    Tip

    After the Worksheet has been created, the Create Worksheet button will change to Go to Worksheet. Click it to open a new browser tab with the L7 LIMS Worksheet open and ready for Entity processing.

  5. Personnel can now start processing the Worksheet in L7 LIMS

    lims_ScheduledTask_3_3.png

Editing Process Tasks

At times you may find yourself needing to reschedule tasks, reassign resources, or may just want way to see the Worksheets associated with a Workflow Chain task.

From the Calendar, select a process task, then click Edit Task.

Tip

When viewing a Workflow Chain task, in the top right corner of the Edit Task modal will be the option to switch between each Workflow task.

Task Details Overview

The Task Details page is where you can change the time and day of process tasks that are not running, and assign resources.

scheduling_CalendarEditTaskWFC1_3_3.png

Availability Overview

The Availability page is where you can visually see the calendar and available time slots for the selected resources. When resources have schedule conflicts, you can use this page to decide if the task should be rescheduled, or if there are other resources available that can be assigned instead.

See Resolving Schedule Conflicts to learn more.

scheduling_CalendarEditTaskWFC2_3_3.png

Workflow Chain Overview

The Workflow Chain page is where you can see an overview of the Workflow tasks belonging to the Workflow Chain.

From here you can,

  • Change the priority level

  • Change the due date

  • View each Workflow's LIMS Worksheet run status

  • Navigate directly to LIMS Worksheets

  • View the expected process duration time

  • Filter displayed Workflows by status

scheduling_CalendarEditTaskWFC3_3_3.png

Filtering Unscheduled Tasks

If you have a lot of unscheduled tasks, you can quickly find which ones you are interested in by using the Filter icon.

Tip

Create Filter Presets to save your commonly used filters.

scheduling_CalendarUnscheduledFilters_3_3.png