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Multi-Process Shadow Tasks - Technical Release Notes
Multi-Process Shadow Tasks - Technical Release Notes
Emelia Chalker avatar
Written by Emelia Chalker
Updated over a year ago

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

  • Shadow processes that allow a user to select one or more processes where this task will be shadowed to

  • Optional shadow reason to specify the purpose of the shadowing

  • Informational shadow option for creating a shadow task that processes need to be only aware of the work

  • All selected processes need to accept the task to be printed option for work which requires the acceptance of all involved processes

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

  • Shadow processes that allow a user to select one or more or all processes where this task will be shadowed to

  • Optional shadow reason to specify the purpose of the shadowing

  • Informational shadow option for creating a shadow task that processes need to be only aware of the work

  • All selected processes need to accept the task to be printed option for work which requires the acceptance of all involved processes

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

  • Shadow From process information

  • The shadow reason (if it was given)

  • The accessible processes of the user are displayed with the interactive acceptance buttons and the optional shadow comment field

  • Non-accessible processes will be displayed with their acceptance status

  • Optional shadow comment

    • Mandatory rejection reason

  • Blue info icon and explanation when the task is an informational shadow task

  • Yellow warning icon and explanation when all selected processes need to accept the task

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

  • Shadow From process information

  • The shadow reason (if it was given)

  • The accessible processes of the user are displayed with the interactive acceptance buttons and the optional shadow comment field

  • Non-accessible processes will be displayed with their acceptance status

  • Optional shadow comment

    • Mandatory rejection reason

  • Blue info icon and explanation when the task is an informational shadow task

  • Yellow warning icon and explanation when all selected processes need to accept the task

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

  • Shadow icon

  • Increased accept/reject buttons

  • Optional shadow comment

    • Mandatory rejection reason

  • Blue info icon when the task is an informational shadow task

  • Yellow warning icon when all selected processes need to accept the task

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

  • Shadow From process information

  • The shadow reason (if it was given)

  • The accessible processes of the user are displayed with the interactive acceptance buttons and the optional shadow comment field

  • Non-accessible processes will be displayed with their acceptance status

  • Optional shadow comment

    • Mandatory rejection reason

  • Blue info icon and explanation when the task is an informational shadow task

  • Yellow warning icon and explanation when all selected processes need to accept the task

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

  • Shadow From process information

  • The shadow reason (if it was given)

  • The accessible processes of the user are displayed with the interactive acceptance buttons and the optional shadow comment field

  • Non-accessible processes will be displayed with their acceptance status

  • Optional shadow comment

    • Mandatory rejection reason

  • Blue info icon and explanation when the task is an informational shadow task

  • Yellow warning icon and explanation when all selected processes need to accept the task

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


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