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  • a task code [Code] and code group [TkCodeGp] of a notification task to be created

  • whether the notification task should be closed [Close task]:

    • If [Close task] is set to ‘checklist value’, the tasks are closed only if a specified checklist position [Task close pos] contains value entered in [Task close checklist field value]

  • source of task start/end time [Start time indication/End time indicator]:

    • System date/time

    • Checklist creation in SAP

    • Checklist value - value entered in checklist position specified in [Start pos.] and [End posnr]

    • Operation start/end date

    • Short text source [Short text pos.]

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    • Long text source [Long text position]

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Notification actions and tasks

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Define a pair of notification actions and notification task actions for which a set of conditions is specified later in 'Notification conditions'. If these conditions are met, the actions will be carried out.

Notification conditions

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Enter a checklist position number and values (or a range of values) which must be found in this position of checklist instance. If they’re found, actions defined in the previous steps will be carried out.

Note

To ensure proper data format in fields ‘value low’ and ‘value high’, make sure to always use search help for the following data types:

  • Date

  • Time

  • Datetime

  • Checkbox

  • Dropdown

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Example - generate a notification and a task notification based on checklist instance values

 1. Enter a template ID and a template version.

If checklist template 373 version 1 is assigned to an activity/service call then…

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 2. Define a notification-related action for the specified template.

Action ACTION_NAME creates a new notification of type Y2.

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3. Define a task-related action for the specified template.

Action TASK_ACTION generates a task of code group PM1 and code 1.

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 4. Define conditions for notifications.

Condition n. 1 – If position 4 of the checklist 373, v.1 is equal to 10, execute notification and notification task actions.

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5. Group notification tasks and notification actions.

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Result 

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Example - lacking settings

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Example - close notification

‘Close notification’ set to ‘yes’ for the tested template.

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Notification created and completed (status NOCO).

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