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2. Basics of the Console

A Tour of the Basic Consoles Before we begin Building the Onboarding Process

Overview

Before you can get into building task trees and working on our onboarding process, let's start with a tour of the Task Engine.

Consoles

All the consoles are briefly described below. 

Check out the User Guide for more information. Some of the features in the screenshots are not available in the kinops version of training image. If you have an "On Premises" version of Request CE and Task you will have them in your application.

Dashboard

The front page to the application. It shows some overall stats for Runs and Errors along with popular trees and handlers.

dashboard_basic.png

You can hover over many of the links to get more information. The only clickable link is the Run Errors in the top right.

Permissions

Allows the administrator to set users and permissions to the application.

permissions_basic.png

Admin

All of the configuration and environment settings for the application.

admin_basic.png

Activity

The activity console tracks all the Runs, Errors, and Staged executions on all the task trees. Search capabilities are on the right panel.

Select the type of activity on the upper left, and then select the individual piece by clicking on either the numbered item under either Run, Error, or Staged.

In the upcoming Activities we will do a lot with Runs and Errors

activity_runs_console.png

Click on the Run number (in red) to see details of the run.activity_run_detail.png

If there is an error related to your run, two additional records are created, an error and a trigger.


Error

The list under Error is all the available errors with the most recent first. 

activity_errors_console.png

Click on the Error Number to see the specifics of the error.

activity_error_detail.png

For most errors, you can select to resolve or skip the error (after entering information in the required Notes field) once you have diagnosed and corrected whatever is causing the error. A link back to the specific run is towards the top right.

Build

This console lets you construct and maintain Trees, Routines, and Handlers.

Trees

List of Trees. The Group is the most important value for searching, because it can include the name of the form.

tree list.png

What's Next

Now that you are familiar with some of the consoles in Task, lets start creating the onboarding tree.