We're thrilled to unveil the latest enhancements to our shadow tasks capability in CiteOps 25.0. This upgraded feature now seamlessly spans multiple processes and workstreams. With the broader implementation of CiteOps across all operational workstreams, multi-process shadow tasks streamline communication among operational teams and departments. Teams can now shadow their work plans, when they impact other process groups, effectively linking them to pertinent shift plans. This streamlined linkage promotes efficient communication and information exchange, while also streamlining cross-process work management capabilities across all operational facets. Shadow tasks can serve as informational markers, or recipients can be prompted to accept or reject tasks with accompanying comments. This digital transformation of work management processes further accentuates operational efficiency and collaboration across all operational fronts.
Highlights
Shadowing a task
Shadowing a task on the task screen
In the previous version | In the new version |
The task screen showed the Assigned To field which allowed the user to select one shadow process | The “Assign To” field is renamed as Shadow To, promoting cohesiveness throughout the tool. Shadow To section is displayed with
|
Before:
|
Required Resources The required resource table showed the available resources that sometimes required scrolling and finding the required resource. |
The required resource table is displayed with the Add Resource option so users can select the resource that they need. |
|
|
Filled out:
|
|
Shadowing a task via the task context menu
Previous version
The Shadow To menu showed a drop-down list which allowed the user to select one shadow process.
Shadowing the task by clicking on the Shadow Task button | New version
Shadow To menu is displayed with
Shadowing the task by clicking away from the menu |
| |
Filled out:
|
|
Accepting / Rejecting a shadow task
Accepting / Rejecting a shadow task on the task screen
Previous version | New version |
The task screen showed the shadow from process information and the interactive acceptance buttons | Shadow From section is displayed with
|
|
|
Accepted:
|
|
Rejected:
| Upon rejecting a shadow task the user is required to enter the rejection reason
|
Accepting / Rejecting a shadow task via the task context menu
Previous version | New version |
The Shadow To menu showed the shadow from process information and the interactive acceptance buttons A user CAN accept or reject multiple shadow tasks by the context menu.
| Shadow From menu is displayed with
A user CANNOT accept /reject multiple shadow tasks by the context menu. |
|
|
Accepted:
|
|
Rejected:
| Upon rejecting a shadow task the user is required to enter the rejection reason
|
Accepting / Rejecting a shadow task on the taskbar
On the Planning Board, Shift Schedule, 24/48 hours Schedule & Weekly Schedule screens
Previous version | New version |
The taskbar showed the shadow icon and the interactive acceptance buttons
| The taskbar is displayed with
|
|
|
Accepted:
| Upon accepting a shadow task the Enter shadow comment pop-up screen appears
|
Rejected:
| Upon rejecting a shadow task the user is required to enter the rejection reason
|
On the Scheduler screen
Previous version | New version |
The Shadow To menu showed the shadow from process information and the interactive acceptance buttons | Shadow From menu is displayed with
|
|
|
Accepted:
|
|
Rejected:
| Upon rejecting a shadow task the user is required to enter the rejection reason
|
Accepting / Rejecting a shadow task on the My Shift Resourcing screen
Previous version | New version |
There was no indication of shadow tasks so the shadow icon and the interactive acceptance buttons were not displayed on the taskbars. Hence, a shadow task could only be accepted / rejected on the task screen | Shadow From menu is displayed with
|
|
|
Accepted:
|
|
Rejected:
| Upon rejecting a shadow task the user is required to enter the rejection reason
|
Viewing shadow tasks
Viewing the shadow summary on the task screen
As the originator of the shadow task, the task screen provides the summary from the shadowed processes.
Viewing the shadow summary on the task context menu
Viewing shadow tasks on the Planning Board, Shift Schedule, 24/48 hours Schedule & Weekly Schedule screens
Hover over the shadow section and the shadow summary appears
Viewing shadow tasks with the shadow summary on the Scheduler screen
The taskbar displays the shadow icon and the acceptance statuses of the shadow to processes
Hover over the shadow icons and the shadow summary appears.
Viewing the shadow summary of a shadow task on the My Shift Resourcing screen
Hover over the shadow icons and the shadow summary appears.
Viewing shadow tasks on the Actuals screen
Viewing shadow tasks on the PWA Mobile
Printing shadow tasks
Printing shadow tasks on the Shift Plan Report
Printing shadow tasks on the Task List Report
Originator Process (e.g. Maintenance):
Receiver Process (e.g. Production)
Printing shadow tasks on the Shift Undermanager’s Report
Printing shadow tasks on CiteVis Reports
Depending on the report configuration the following information may or may not be displayed on the taskbars of the report.
shadow icon (black circles)
shadow reason
shadow comment
informational shadow icon (blue info icon)
all processes need to accept icon (yellow warning icon)
Please reach out to our Support Team (support@commit.works) if you have any question or request about your report configuration.
Other shadow task-related activities
Moving shadow tasks between shifts
Only the originator process of the shadow task can move the shadow task to a new shift.
When an accepted / pending / rejected shadow task is moved to a new shift then the acceptance status of this shadow task will be pending.
Moving shadow tasks to the Standard Tasks or Planned Tasks panel on the Planning Board screen
Only the originator process of the shadow task can move the shadow task to Standard Tasks or Planned Tasks panel on the Planning Board.
Moving shadow tasks from the Standard Tasks or Planned Tasks panel to a shift on the Planning Board screen
Only the originator process of the shadow task can move the shadow task from the Standard Tasks or Planned Tasks panel to a shift on the Planning Board.
When a shadow task is moved to a shift then the acceptance status of this shadow task will be pending.
Duplicating shadow tasks
Only the originator process of the shadow task can duplicate the shadow task.
When an accepted / pending / rejected shadow task is duplicated then the acceptance status of the newly created shadow task will be pending.
Splitting shadow tasks on the Scheduler screen
When an accepted / pending / rejected shadow task is split in half on the Scheduler screen then the acceptance status of the newly created shadow task will be pending.
Shadowing a multi-shift task
Only one task of the multi-shift task can be shadowed to one or more processes.
Creating a multi-shift task from a shadow task
When a multi-shift task is created from an accepted / pending / rejected shadow task then the acceptance status of the newly created shadow tasks will be pending.
Changes to BIPoint Database Schema
For more information view the video tutorial