Create task templates for Nätkollen

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Create task templates for Nätkollen

In order to use Nätkollen, you need to create task templates. To do this, as an administrator you need to update certain code lists. Once the code lists are updated, you create task templates for Nätkollen in the same way as other task templates in Organizer.

You create projects, and thus the first task, for the five task types of Nätkollen: Cable inquiry, Project inquiry, Manual cable inquiry, Manual tree guarding and Coordination inquiry. Based on the first task in each project, you will then create task templates for each of the inquiries' response options with Nätkollen as the template owner. Once the task templates are created, delete the tasks that you used to create the templates.

The DSG_LEDNINGSKOLLEN_USER role is required to perform this.

 

Updating code lists for Nätkollen

The following code lists should be updated for Nätkollen:

Code list owner DSG, Activity type/ACTIVITY_TYPE_CL

Code list owner DSG, Decision/DECISIONS_CL

Code list owner DSG, Decision point type/DEC_POINT_TYPE_CL

For more information, see section Codelists and its subsections.

 

Codelist owner DSG, Activity types/ACTIVITY_TYPE_CL

Add the rows in the table below to the codelist owner DSG, Activity Types/ACTIVITY_TYPE_CL.

Text / CODETEXT

External name / WEBCODETEXT

(NK) Nej-svar LA (no response)        

NK No response cable indication.

(NK) Ja kartor LA (yes maps)

NK Yes send maps cable indication.

(NK) Ja grävrisk LA (yes digging risk)

NK Yes assess digging risk cable indication.

(NK) Nej-svar P (No answer)

NK No response project planning.

(NK) Ja kartor P (yes maps)

NK Yes send maps project planning.

(NK) Ja grävrisk P (yes digging risk)

NK Yes assess digging risk project planning.

(NK) Ja bevakning LA (yes monitoring)

NK Yes monitoring cable indication.

(NK) Ja bevakning P (yes monitoring)        

NK Yes monitoring project planning.

(NK) Manuell ledningsförfrågan (manual cable inquiry)

NK Manual cable inquiry.

(NK) Manuell trädbevakning (manual tree guarding)        

NK Manual tree guarding.

(NK) Samordningsfråga (coordination inquiry)

NK Coordination inquiry.

(NK) Grävrisk El (digging risk electricity)

 

(NK) Grävrisk El Opto (digging risk electricity opto)

 

(NK) Grävrisk Opto (digging risk opto)

 

(NK) Grävrisk Fjärrvärme (digging risk district heating)

 

(NK) Grävrisk Gas (digging risk gas)

 

(NK) Grävrisk Vatten (digging risk water)

 

(NK) Ja luftledning L (yes overhead cable)

 

(NK) Ja luftledning P (yes overhead cable)

 

(NK) Ja bevakning S (yes monitoring)

 

(NK) Ja kartor S (yes maps)

 

(NK) Ja grävrisk S (yes digging risk)

 

(NK) Ja luftledning S (yes overhead cable)

 

(NK) Nej-svar S (no answer)

 

 

Codelist owner DSG, Decision/DECISIONS_CL

Add the rows in the table below to the codelist owner DSG, Decision/DECISIONS_CL.

Text / CODETEXT

Default comment / DEFAULT_COMMENT

Decision type / ACTION TYPE

(NK) Ja samordning (yes coordination)

Ja vi ser samordningsmöjligheter (Yes we see coordination opportunities)

CONTINUE

(NK) Nej ingen samordning (no no coordination)

Nej vi ser inga samordningsmöjligheter (No we see no coordination opportunities)

CONTINUE

 

For both rows, select Start next from existing workflow items in current task / START_EXISTING_NEXT_WF-ITEM.

 

Codelist owner DSG, Decision point type/DEC_POINT _TYPE_CL

In codelist owner DSG, Decision Point Type/DEC_POINT_TYPE_CL, add the row Text / CODETEXT: (NK) Samordningsfråga (coordination inquiry).

Create task templates for Cable inquiry

The task templates for Digging risk can be used to allocate different tasks to different user groups based on which digging risk zones are encountered by Nätkollen.

Create a Cable Inquiry project, a first task and the first task template:

1.In the menu bar, select Organizer > Show/Hide Organizer.

2.Under the Tasks tab, press the Create task/project button. A dialog box opens.

3.Create a new project and at the same time the first task:

a.In the Projects section, select New and enter "nätkollen_task_template" as Project name.

b.Select Cable inquiry (Nätkollen) as task type/template.

c.In the Task manager section, select Nätkollen from the drop-down list.

d.Deactivate the option Send email to task manager.

e.Press Create. The dialog box closes. The task appears in the list under the Tasks tab in the south panel.

4.Create an activity for the task:

a.In the east panel, select the Workflow tab.

b.Press Add workflow item and select New activity. A dialog box opens.

c.Select the activity type (NK) Nej-svar LA and press OK.

d.In the Description field, enter "NK No response cable indication".

e.Press and Select owner . A dialog box opens.

f.Select Nätkollen.

g.Press OK.

h.Press Save.

5.Create a task template of the task:

a.Select the task in the south panel, right-click, and select Save as task template. A dialog box opens.

b.In the Template name field, enter "NK Nej-svar ledningsanvisning".

c.In the ID field, enter "NK_N_L".

d.In the Usage area section, press Add.

e.Select desired option in the drop-down list and press OK.

f.Press OK. The task template is created.

6.Delete the activity in the task template workflow:

a.Select the Workflow tab in the east panel.

b.Select the activity in the left field.

c.Press Delete workflow item .

d.Press Delete to confirm.

7.Create task templates for the other response options to management requests by repeating the steps in this instruction but with different choices and descriptions in the following steps:

a.In step 3a, select the Select button and enter "nätkollen_task_template" as Project name.

b.In steps 4c, 4d, 4e, 5b and 5c, enter the options in the table below:

 

Step 4d

Activity type

Step 4d

Description of the activity

Step 4e

Owner

Step 4b

Template name

Step 4c ID

(NK) Ja kartor LA (NK)

NK Yes send maps cable indication.

Nätkollen

NK Ja sänd kartor ledningsanvisning

NK_YMAP_L

(NK) Ja grävrisk LA

NK Yes assess digging risk cable indication.

Nätkollen

NK Ja bedöm grävrisk ledningsanvisning

NK_YDR_L

(NK) Ja bevakning LA

NK Yes monitoring cable indication.

Nätkollen

NK Ja bevakning ledningsanvisning

NK_YW_L

(NK) Grävrisk El

NK Digging risk Electricity

Nätkollen or other specified owner

NK Grävrisk El

NK2_DR_EL

(NK) Grävrisk El Opto

NK Digging risk Electricity Opto

Nätkollen or other specified owner

NK Grävrisk El Opto

NK2_DR_EL_OPTO

(NK) Grävrisk Opto

NK Digging risk Opto

Nätkollen or other specified owner

NK Grävrisk Opto

NK2_DR_OPTO

(NK) Grävrisk Fjärrvärme

NK Digging risk District heating

Nätkollen or other specified owner

NK Grävrisk Fjärrvärme

NK2_DR_FPDH

(NK) Grävrisk Gas

NK Digging risk Gas

Nätkollen or other specified owner

NK Grävrisk Gas

NK2_DR_GAS

(NK) Grävrisk Vatten

NK Digging risk Water

Nätkollen or other specified owner

NK Grävrisk Vatten

NK2_DR_WAW

 

Create task templates for Project inquiry

Create a project for the Project inquiry, a first task and the first task template:

1.Repeat Steps 1-6 in the Create task templates for Cable inquiry section above with the following changes:

oStep 3a: Enter "nätkollen_task_template_1" as the Project name.

oStep 3b: Select Project inquiry (Nätkollen) as task type/template.

oStep 4c: Select the activity type (NK) Nej-svar P.

oStep 4d: In the Description field, enter "NK No response project planning".

oStep 5b: In the Template name field, enter "NK Nej-svar projektering".

oStep 5c: In the ID field, enter "NK_N_P".

2.Create task templates for the other response options for project inquiry by again repeating steps 1-6 in the section Create task templates for Cable inquiry above with the following changes:

a.In step 3a, select the Select button and enter "nätkollen_task_template_1" as Project name.

b.In steps 4c, 4d, 5b and 5c, enter the options in the table below:

Step 4c Activity type

Step 4d Description

Step 5b Template name

Step 5c ID

(NK) Ja kartor P

NK Yes send maps project planning

NK Ja sänd kartor projektering

NK_YMAP_P

(NK) Ja grävrisk P

NK Yes assess digging risk project planning

NK Ja bedöm grävrisk projektering

NK_YDR_P

(NK) Ja bevakning P

NK Yes monitoring project planning

NK Ja bevakning projektering

NK_YW_P

 

Create task templates for Community planning

Create a Community planning project, a first task and the first task template:

1.Repeat steps 1-6 in the Create task templates for Cable inquiry section above with the following changes:

oStep 3a: Enter "nätkollen_task_template_5" as the Project name.

oStep 3b: Select Community planning (Nätkollen) as task type/template.

oStep 4c: Select the activity type (NK) Nej-svar S.

oStep 4d: In the Description field, enter "NK No response Community planning".

oStep 5b: In the Template name field, enter "NK Nej-svar Samhällsplanering".

oStep 5c: In the ID field, enter "NK_N_PL".

2.Create task templates for the other request response options by again repeating steps 1-6 in the section Create task templates for Cable inquiry above with the following changes:

a.In step 3a, select the Select button and enter "nätkollen_task_template_5" as Project name.

c.In steps 4c, 4d, 5b and 5c, enter the options in the table below:

Step 4c Activity type

Step 4d Description

Step 5b Template name

Step 5c ID

(NK) Ja kartor S

NK Yes send maps community planning

NK Ja sänd kartor samhällsplanering

NK_YMAP_PL

(NK) Ja grävrisk S

NK Yes assess digging risk community planning

NK Ja bedöm grävrisk samhällsplanering

NK_YDR_PL

(NK) Ja bevakning S

NK Yes monitoring community planning

NK Ja bevakning samhällsplanering

NK_YW_PL

 

Create task template for Manual cable inquiry

Create a Manual cable inquiry project, a first task and the only task template:

1.Repeat Steps 1-6 in the Create task templates for Cable inquiry section above with the following changes:

oStep 3a: Enter "nätkollen_task_template_2" as the Project name.

oStep 3b: Select Manual cable inquiry (Nätkollen) as task type/template.

oStep 4c: Select the activity type (NK) Manuell ledningsförfrågan.

oStep 4d: In the Description field, enter "NK Manual cable inquiry".

oStep 5b: In the Template name field, enter "NK Manuell ledningsförfrågan".

oStep 5c: In the ID field, enter "NK_N_PL".

 

Create task templates for Manual tree guarding

Create a Manual tree monitoring project, a first task and the only task template:

1.Repeat steps 1-6 in the Create task templates for Cable inquiry section above with the following changes:

oStep 3a: Enter "nätkollen_task_template_3" as the Project name.

oStep 3b: Select Manual tree guarding (Nätkollen) as task type/template.

oStep 4c: Select the activity type (NK) Manuell trädbevakning.

oStep 4d: In the Description field, enter "NK Manual tree guarding".

oStep 5b: In the Template name field, enter "NK Manuell trädbevakning".

oStep 5c: In the ID field, enter "NK_N_PL".

 

Create task templates for Coordination inquiry

Create a Coordination inquiry project, a first task and the only task template.

The Decision point activity type is created in Organizer Administration.

 

1.Repeat steps 1-3 in the Create task templates for Cable inquiry section above with the following changes:

oStep 3a: Enter "nätkollen_task_template_4" as the Project name.

oStep 3b: Select Coordination inquiry (Nätkollen) as task type/template.

2.Create an activity for the task:

a.In the menu bar, select Organizer > Show/Hide administration.

b.In the south panel, select the Administrate tasks tab.

c.Select the task you just created.

d.In the east panel, select the Workflow tab.

e.Press Add workflow item and select New decision point. A dialog box opens.

f.Select the activity type (NK) Samordningsfråga and press OK.

g.In the Description field, enter "Coordination inquiry decision Yes/No".

h.Press and Select owner . A dialog box opens.

i.Select Nätkollen.

j.Press OK.

k.Press the Manage decisions button.

l.In the Available field, select (NK) Nej ingen samordning and (NK) Ja samordning and press the right arrow button . The selected decision types are moved to the Selected field.

The top decision is shown as the default answer in the template. Make sure that the top decision is also the answer that will be used the most, probably (NK) Nej ingen samordning.

m.Press OK.

n.Press Save.

3.In the menubar, select Organizer > Show/Hide Organizer.

4.Repeat steps 5-6 in the Create task templates for Cable inquiry section above with the following changes:

oStep 5b: In the Template name field, enter "NK Samordningsfråga".

oStep 5c: In the ID field, enter "NK_Q_C".

 

Check task templates

Check that you have created all the task templates for Nätkollen:

1.In the menu bar, select Organizer > Show/Hide Organizer.

2.Under the Tasks tab, press the Create task/project button.

3.In the Task template section, check that all the task templates you need are present.

 

Delete the template tasks

Deletes the tasks that you used to create the templates:

1.In the menu bar, select Organizer > Show/Hide administration.

2.Select the Administrate tasks tab.

3.Sort the tasks by Task ID by double-clicking in the column header.

4.Select your template tasks one at a time, right-click and select Close task. A dialog opens.

5.Press OK.