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Task Automation Activity

Task Automation Activity determines whether automated tasks will function and automatically create tasks when violations are detected during an audit. In the AuditBLOOM system, automated tasks can be either active or inactive depending on the settings. This allows you to control which automated tasks are currently in effect and manage their use flexibly.

How to Change Task Automation Activity​

Requirements:

One of the roles:

  • Administrator
  • Task Management

Workspace type:

  • Full workspace

Step 1: Go to the "Automated Tasks" Section​

  1. Log into the AuditBLOOM system with your account and appropriate access rights.
  2. In the main menu, select the "Automated Tasks" section.

Step 2: Find the Task Automation​

  • In the list of automated tasks, find the task automation whose activity you wish to change.

Step 3: Open the Task Automation for Editing​

  1. Click on the task automation name to open it for editing.

Step 4: Change Task Automation Activity​

  1. Look for the checkbox labeled "Inactive" at the top of the form.

    • If the "Inactive" checkbox is checked, the automated task is inactive and will not create tasks.

    • If the "Inactive" checkbox is not checked, the automated task is active and will work when conditions are met.

    Inactive checkbox in edit form | AuditBLOOM

  2. Check or uncheck the checkbox depending on whether you want to deactivate or activate the automated task.

Step 5: Save Changes​

  1. After making changes, click the "Save" button.

Notes and Tips​

Notes and Tips

  • Testing: It is recommended to test new automated tasks on test audits to ensure the settings are correct.

  • Updating Settings: If the automated task is no longer needed, you can deactivate it instead of deleting it to preserve the settings for the future.

Frequently Asked Questions (FAQ)​

Question: Why is the automated task not creating tasks after the audit?

Answer: The automated task may be inactive. Check if the "Inactive" checkbox is checked in the automated task settings.

Question: How can I see which automated tasks are active?

Answer: In the list of automated tasks, you can see the activity status. Inactive tasks will have a corresponding indicator in the "Activity" column.

Question: Does deactivating an automated task affect previously created tasks?

Answer: No, deactivating the automated task only affects future audits. Previously created tasks will remain unchanged.

Question: Can I temporarily deactivate an automated task?

Answer: Yes, you can check the "Inactive" checkbox to temporarily deactivate the automated task, and uncheck it when you are ready to reactivate it.

Question: Who can change the activity of an automated task?

Answer: Users with the roles "Administrator" or "Task Management" have the rights to change the activity of automated tasks.

Question: Do I need to keep an automated task if it is no longer needed?

Answer: If the automated task might be needed in the future, you can deactivate it. If it is no longer relevant, you can delete it.