{"id":21908,"date":"2022-04-11T13:50:38","date_gmt":"2022-04-11T11:50:38","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-mobile\/user-guide\/tasks\/to-be-treated\/"},"modified":"2022-04-11T13:50:38","modified_gmt":"2022-04-11T11:50:38","slug":"to-be-treated","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-mobile\/user-guide\/tasks\/to-be-treated\/","title":{"rendered":"To be treated"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<style type=\"text\/css\"><![CDATA[\/*<![CDATA[*\/ div.rbtoc1649685038581 {padding: 0px;} div.rbtoc1649685038581 ul {list-style: disc;margin-left: 0px;} div.rbtoc1649685038581 li {margin-left: 0px;padding-left: 0px;} \/*]]]]><![CDATA[>*\/]]><\/style>\n<div class=\"toc-macro rbtoc1649685038581\">\n<ul class=\"toc-indentation\">\n<li><a href=\"#id-%C3%80traiter-Afficherlest%C3%A2ches\">View Tasks<\/a><\/li>\n<li><a href=\"#id-%C3%80traiter-Rechercherlenomd'unet%C3%A2che\">Find the name of a task<\/a><\/li>\n<li><a href=\"#id-%C3%80traiter-Filtrerlest%C3%A2ches\">Filter tasks<\/a><\/li>\n<li><a href=\"#id-%C3%80traiter-Trierlest%C3%A2ches\">Sort tasks<\/a><\/li>\n<li><a href=\"#id-%C3%80traiter-Actionssurlest%C3%A2ches%C3%A0traiter\">Actions on the tasks to be processed<\/a><\/li>\n<li><a href=\"#id-%C3%80traiter-Traiterunet%C3%A2che\">Dealing with a task<\/a>\n<ul class=\"toc-indentation\">\n<li><a href=\"#id-%C3%80traiter-Consultervotret%C3%A2che\">View your task<\/a><\/li>\n<li><a href=\"#id-%C3%80traiter-Actions\">Actions<\/a>\n<ul class=\"toc-indentation\">\n<li><a href=\"#id-%C3%80traiter-Saisied'uncommentaire\">Entering a comment&nbsp;<\/a><\/li>\n<li><a href=\"#id-%C3%80traiter-Saisiedesvaleursdesm%C3%A9tadonn%C3%A9es\">Entering Metadata Values&nbsp;<\/a><\/li>\n<li><a href=\"#id-%C3%80traiter-Liaison\">Liaison&nbsp;<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#id-%C3%80traiter-Apposerunesignaturecursivelorsdelavalidationd%E2%80%99unet%C3%A2che\">Apply a cursive signature when committing a task<\/a>\n<ul class=\"toc-indentation\">\n<li><a href=\"#id-%C3%80traiter-Placerunesignaturecursivemanuellement\">Place a cursive signature manually<\/a><\/li>\n<li><a href=\"#id-%C3%80traiter-Coordonn%C3%A9espard%C3%A9faut\">Default contact information<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#id-%C3%80traiter-Validerourefuservotret%C3%A2che\">Validate or reject your task<\/a>\n<ul class=\"toc-indentation\">\n<li><a href=\"#id-%C3%80traiter-Danslecasd'unworkflowconditionnel\">In the case of a conditional workflow<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<h1 id=\"id-\u00c0traiter-Afficherlest\u00e2ches\">View Tasks<\/h1>\n<p>You can access your tasks via the &#8220;<strong>To Process<\/strong>&#8221; button in the menu.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image confluence-thumbnail\" width=\"200\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579330.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579330.png\"><\/p>\n<p>This interface presents the list of tasks assigned to you:<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579329.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579329.png\"><\/p>\n<p>You can reorganize your list using different tools:<\/p>\n<h1 id=\"id-\u00c0traiter-Rechercherlenomd'unet\u00e2che\">Find the name of a task<\/h1>\n<p><span>Click the search icon to initiate an instant search on the name of a task in the list&nbsp;<\/span><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579332.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579332.png\"><\/p>\n<h1 id=\"id-\u00c0traiter-Filtrerlest\u00e2ches\">Filter tasks<\/h1>\n<p>You can customize the filters for your tasks by displaying a particular category of tasks:<\/p>\n<p><u>&nbsp;To do this&nbsp;:<\/u><\/p>\n<ul>\n<li>Click on the button at the top right of the interface&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579333.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579333.png\">&nbsp;<\/li>\n<li>Click on the &#8221;&nbsp;Customize Filters&nbsp;&#8221; button<\/li>\n<li>Choose the statuses&nbsp;: Approved, Denied, Overdue, Pending, Delegated<\/li>\n<li>Select the type of task&nbsp;: Workflow or task<\/li>\n<li>Select the task initiator<\/li>\n<li>Select the actor of the task<\/li>\n<li>Set the dates&nbsp;:<\/li>\n<li>Due date<\/li>\n<li>Date of entry<\/li>\n<li>Date of completion<\/li>\n<li>Click on the &#8221;&nbsp;Validate Filters&nbsp;&#8221; button<\/li>\n<\/ul>\n<div><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579334.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579334.png\">&nbsp;&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579336.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579336.png\">&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579337.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579337.png\"><\/div>\n<div>\n<h1 id=\"id-\u00c0traiter-Trierlest\u00e2ches\">Sort tasks<\/h1>\n<p>Different sorting options are available. You can sort by task name, action item, and due date.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579338.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579338.png\"><\/p>\n<h1 id=\"id-\u00c0traiter-Actionssurlest\u00e2ches\u00e0traiter\">Actions on the tasks to be processed<\/h1>\n<p>Various actions can be performed on the buttons from the &#8221;&nbsp;<strong>To be dealt with<\/strong>&nbsp;&#8221; :<\/p>\n<p>Click the &nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579339.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579339.png\">&nbsp;to the right of the task name to display the list of actions<\/p>\n<div class=\"table-wrap\">\n<table class=\"confluenceTable\">\n<tbody>\n<tr>\n<td class=\"confluenceTd\">&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579340.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579340.png\"><\/td>\n<td class=\"confluenceTd\"><strong>Re-launching the actor&nbsp;:<\/strong>&nbsp;A new email notification will be sent to them<\/td>\n<\/tr>\n<tr>\n<td class=\"confluenceTd\">&nbsp;&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579341.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579341.png\"><\/td>\n<td class=\"confluenceTd\"><strong>Change the assignment&nbsp;:<\/strong>&nbsp;Choose a new actor for the task<\/td>\n<\/tr>\n<tr>\n<td class=\"confluenceTd\">&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579342.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579342.png\"><\/td>\n<td class=\"confluenceTd\"><strong>Purge Task&nbsp;:<\/strong>&nbsp;The task will be considered refused<\/td>\n<\/tr>\n<tr>\n<td class=\"confluenceTd\">&nbsp;&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579343.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579343.png\"><\/td>\n<td class=\"confluenceTd\"><strong>See the comments&nbsp;:<\/strong>&nbsp;View and add comments on the task<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>Click on a task to proceed to the &#8220;<strong>Process a task<\/strong>&#8221; step.<\/p>\n<h1 id=\"id-\u00c0traiter-Traiterunet\u00e2che\">Dealing with a task<\/h1>\n<h2 id=\"id-\u00c0traiter-Consultervotret\u00e2che\">View your task<\/h2>\n<p>To view a workflow task assigned to you, please select it from the list.<\/p>\n<p>The following view allows you to do the following:&nbsp;<\/p>\n<div><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579344.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579344.png\"><\/div>\n<div>\n<p><u><strong>Interface Description:<\/strong><\/u><\/p>\n<p>The Eye Icon&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579345.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579345.png\">&nbsp;allows you to view the document.<\/p>\n<p>The&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579346.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579346.png\">&nbsp;allows you to initiate the signing process (see below section&nbsp;<strong>&#8220;Sign your document&#8221;).<\/strong><\/p>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579347.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579347.png\">&nbsp;Status<\/strong>&nbsp;: &#8220;Pending&#8221;, &#8220;Overdue&#8221;, &#8220;Validated&#8221; or &#8220;Denied&#8221;.<\/p>\n<h2 id=\"id-\u00c0traiter-Actions\">Actions<\/h2>\n<h3 id=\"id-\u00c0traiter-Saisied'uncommentaire\">Entering a comment&nbsp;<\/h3>\n<p>By clicking on the comment icon&nbsp;&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579348.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579348.png\">&nbsp;You can see the number and comments associated with the document as well as add new &nbsp;ones either in case of&nbsp;<em>&#8220;validation&#8221;,<\/em>&nbsp;&#8221; <em>refusal&#8221;.&nbsp;<\/em>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image confluence-thumbnail\" width=\"200\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579349.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579349.jpg\"><\/p>\n<h3 id=\"id-\u00c0traiter-Saisiedesvaleursdesm\u00e9tadonn\u00e9es\">Entering Metadata Values&nbsp;<\/h3>\n<p>By clicking on the&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579350.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579350.png\">&nbsp;You can view the filing rule and metadata associated with the document, you can also edit the metadata.<\/p>\n<h3 id=\"id-\u00c0traiter-Liaison\">Liaison&nbsp;<\/h3>\n<p>By clicking on the&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579351.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579351.png\">&nbsp;you can see the number of linked documents as well as add a link&nbsp;to other documents present in the DMS in case of &#8220;validation&#8221;, &#8220;Refusal&#8221;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image confluence-thumbnail\" width=\"200\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579352.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579352.jpg\"><\/p>\n<h1 id=\"id-\u00c0traiter-Apposerunesignaturecursivelorsdelavalidationd\u2019unet\u00e2che\">Apply a cursive signature when committing a task<\/h1>\n<p>The Open Bee\u2122 Mobile app allows you to cursively sign your documents associated with a workflow task.<br \/>\nThe button allows you to initiate the signing process<\/p>\n<h2 id=\"id-\u00c0traiter-Placerunesignaturecursivemanuellement\">Place a cursive signature manually<\/h2>\n<p>The first step is to sign it. The following view allows you to draw it tactilely:<\/p>\n<\/div>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579353.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579353.png\"><\/p>\n<p>Once your signature is entered, click on the &#8221;&nbsp;Place Manually&nbsp;&#8221; button.<\/p>\n<p>A new view appears allowing you to move the signature wherever you want on the document:<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579354.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579354.png\"><\/p>\n<p>When you&#8217;re happy with the placement of your cursive signature, validate the view. The signature is now pre-saved on the document.<\/p>\n<h2 id=\"id-\u00c0traiter-Coordonn\u00e9espard\u00e9faut\">Default contact information<\/h2>\n<p>Default coordinates: refers to the location of the preconfigured signature in the Open Bee portal in the &#8220;Apply a cursive signature&#8221; section<\/p>\n<h1 id=\"id-\u00c0traiter-Validerourefuservotret\u00e2che\">Validate or reject your task<\/h1>\n<p>You can process your task using the &#8220;Validate&#8221; buttons,&nbsp;<strong>&#8220;<\/strong>&#8220;Delegate<strong>&#8221;&nbsp;<\/strong> and &#8220;Decline&#8221; at the bottom of the view.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579355.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579355.png\"><\/p>\n<p>The Delegate button: allows you to delegate the task to another actor<\/p>\n<p>The following view displays information related to the delegated&nbsp; task:<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579356.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579356.png\"><\/p>\n<p>If you want to change the action of the task, click  &nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579357.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579357.png\">&nbsp;and select an action from the drop-down list.<\/p>\n<p>Click the&nbsp;<strong>&#8221;&nbsp;Add a recipient&nbsp;&#8220;<\/strong>&nbsp; to select the new actor of the task and then validate&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579358.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579358.png\"><\/p>\n<h2 id=\"id-\u00c0traiter-Danslecasd'unworkflowconditionnel\">In the case of a conditional workflow<\/h2>\n<p style=\"margin-left: 0.0cm;\">In the case of a conditional workflow, the<strong>Open Bee\u2122 Mobile<\/strong>&nbsp;application&nbsp; may ask you to choose the path of the document and the actor for the next task(s).<\/p>\n<p style=\"margin-left: 0.0cm;\">This results in a new view&nbsp;:<\/p>\n<p style=\"margin-left: 0.0cm;\">\n<p>&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579359.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579359.png\">&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579360.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579360.png\"><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>View Tasks Find the name of a task Filter tasks Sort tasks Actions on the tasks to be processed Dealing with a task View your task Actions Entering a comment&nbsp; Entering Metadata Values&nbsp; Liaison&nbsp; Apply a cursive signature when committing a task Place a cursive signature manually Default contact information Validate or reject your task [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":21883,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21908","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21908","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=21908"}],"version-history":[{"count":0,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21908\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21883"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21908"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}