SpokeChoiceCollaborationSetting Up Collaboration

Setting Up Collaboration

Before you can begin using the Collaboration app, there are a few things that must be setup.

Scheduled Tasks

Every weekend, SpokeChoice can run tasks that you schedule to run. The tasks can perform operations such finding missing or expired documents, documents that need to be reviewed or signed.

You define a Task Type you wish to schedule using the Back Office > Collaboration > Scheduled Tasks tab.

To create a Task Type that will be run every weekend:

  1. Click the New button. This will populate the Selected Task Type section.
  2. Enter a Task Title that will help you know what you have the task programmed to do.
  3. Select the Task Module which will run. A Task Module performs a specific operation and more modules will be added in the future.
  4. Enter Task Options (if any). The task options to enter will depend on the selected Task Module. In the above example, the Missing or Expired Documents module has options to include expired and/or missing documents, how many days before expiration to look for and so on.
  5. Select the Save button to save the Task Type. The task will run the following weekend.