Product User Documentation

(Hands-On Learning - Session 1) Are You Up to the Task . . . Definitions

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Page | 3 (Updated August 8, 2024) Hands-On Learning | Are You Up to the Task . . . Definitions? 1) To create a "Task Definition Profile", browse to "Administration System Configuration Tasks Task Definition Profiles". 2) Click the "+" icon to create a new profile and call it "FULL TIME". 3) Click "Save". 4) Next, we must assign the Task Definition to the "FULL TIME" Task Profile. 5) Click "Save". 6) Click the "ADD" button towards the bottom of the screen and choose "AUTO BATCH 3 ONE LINE ORDERS" in the "Task Definition" drop down: Next, we will assign the new "FULL TIME" profile to our user, "USER01". 7) You can do this in two ways, one is going to the specific User Profile record and manually assigning it. The other way is to utilize a wizard to assign the profile to one or more users. We are going to step through the wizard to assign the "TASKS" profile to "USER01". 8) Click the "View" menu on the "Task Definition Profiles" page. 9) Assign the task definition to the profile. 10) Choose "Employee Profile Wizard" from the menu. 11) On the next screen click the "Next" button. 12) The next screen is where you choose which users to assign this "Task Definition Profile". Check the box next to "USER01" and then click the "Next" button.

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