Define user actions for task logging

Group workstation user actions as a task that can be logged to provide data for a Task activity analysis.

Before you begin

Role required: sn_tm_core.analyst, sn_tm_core.power_user, sn_tm_core.admin

Procedure

1. Navigate to Workspaces > Task Mining Workspace.
2. Navigate to the project you want to group tasks for.
3. Select Task scope from the left navigation.
   If the list of active tasks is empty, no tasks have been defined for this project.
4. Optional: Select Skip if you aren't adding any mapped or user-initiated tasks.
5. Select Add task scope.
6. Select the type of task scope you want to create.
   The available options are:

   Automated

   Activity collection is based on mapped task activities.

   User-initiated

   Activity collection is user-initiated tasks. Workstation users to start and stop activity collection by following instructions. Targeted activity collection only uses user-initiated task scopes, and at least one task must be defined if you choose this option.

   

7. On the form, fill in the fields.

Table 1. Automated task form

Field	Description
Task name	Name for the automated task.
Source table	The table from which you choose what actions to group.
Edit conditions	Conditions based on the selected source table that determines the required task.
Activity	Activity that you want to group and from which you want to retrieve task state changes.
Start	State that triggers the starting point of the task.
End	State that triggers the end point of the task.

Table 2. User-initiated task form

Field	Description
Task name	Name for the user-initiated task.
Task instructions	Directions for workstation users to start and stop activity collection.

8. Repeat steps 5–7 for every task you want to add to this project.
9. Select Save and continue.

Task definition for P1 incidents

To configure a task to track the status of P1 incidents from creation to closing, you would set the values in the following table.

Table 3. Example: P1 incident tracking task

Field	Value
Source table	Incident
Activity	State
Start	New
End	Closed

What to do next

Select workstation users you want to collect activity data from and create data requests. For more information, see Add workstation users to a Task Mining project.