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essensys Platform - Operations - Monitoring Tasks

How do I monitor the tasks being processed by the system? | Service activation | Switch management | Telephony | Tasks | Raise a case

Stuart avatar
Written by Stuart
Updated over a week ago

The Tasks dashboard shows those "tasks" that are created within the system when the essensys Platform is used to manage services, update switches, and provision and activate telephony at your site or sites.

Viewing tasks as they are completed lets you monitor the health of your system and raise issues for assistance where tasks are in the pending state.

Tip: You can filter the tasks shown on the dashboard by date, by status, by occupier, and by operator (user).

View tasks at a site

Accessing the Tasks page

  1. From the main menu, click Operations.
    The Operations page opens.

  2. Click the Tasks tab.
    The Tasks page opens for the site at the top of the site list.

  3. If you want to view the tasks associated with a different site, select that site in the site list.

Viewing Tasks

  1. Filter the dashboard to show the tasks you're interested in.

    • Use the Calendars to select a date range.

    • Optionally, select filters to reduce the number of tasks in the view.
      For details of the available filters, see Task Filters.

  2. View an individual task in the dashboard.
    Each task is a single row in the table. For more information, see:

    Tip: If the description of the task takes up more than the space available, an ellipsis (...) is displayed at the end of the row. Hover over the ellipsis to view the full description for the task.

Raising a case

Where tasks are in a Pending state, you can raise a case with essensys support to investigate the issue.

Tip: We recommend that you wait for an hour before you raise a case against any pending task.

  1. Hover over the task that you want to raise a case for.
    The Create support case button displays.

  2. Click the Create support case icon.
    The Create a support case dialog box opens. The dialog box is automatically populated with the details of the task.

  3. Click Submit to create the case.
    The case is raised with essensys. The Confirmation dialog box opens, confirming that the case is raised.

  4. Take a note of the case ID and click OK to close the notification.

Tip: Once created, you can monitor and update the case in the essensys Platform support pages. For details, see Raise a support case.


Tasks details

Note: It is important to note that there may be multiple tasks created to fulfill one action. You should review all tasks with the same, or similar, time-stamps to ensure that you understand the tasks and their interrelations.

Task Filters

The task filters above the dashboard allow you to control which tasks are shown in the dashboard.

Warning: Be aware that selecting two or more filters will apply all selections. For example, selecting to filter by the pending status and a specific occupier will result in only the tasks that match both filters (that are both pending and associated with the selected occupier) being shown.

Field

Description

Start and End date:

  • From <date>

  • To <date>

Use the two calendar tools to filter the dashboard to show only those tasks between the selected dates.

By default, today's date is selected.

Pagination:

Where there are more tasks than fit on a single page, use the pagination controls at the top right to:

  • See how many pages of results there are.

  • Move between the pages, including skipping to the first and last pages.

  • Go directly to a specific page.

Task Status

The default, All statuses, shows all tasks, regardless of status.

You can filter the task list to show only those tasks with one of the statuses:

  • Completed

  • Pending

  • Rejected

Occupier

Filter tasks by associated occupier. The options are:

  • All occupiers - The task list is unfiltered with respect to occupiers.

  • No occupier - The task list shows those tasks that are not associated with an occupier.

  • <occupier name> - The task list shows all tasks associated with the selected occupier.

Operator User

Filter tasks by associated operator user. The options are:

  • All users - The task list is unfiltered with respect to operator users.

  • essensys support - The task list shows all tasks created by essensys support.

  • No users - The task list shows those tasks that are not associated with an operator user.

  • <username> - The task list shows all tasks associated with the selected operator user.

Tasks Dashboard

Note: Not all columns will contain a value. For example, some tasks may not contain an associated operator or task ID. This is normal and depends on the type of task being viewed.

Field

Description

Task Status

The status of the task can be:

  • Completed - The task has completed successfully.

  • Pending - The task is underway at the current time.

  • Rejected - The task has stopped, but was not completed due to a validation error. In this case you should retry the task, checking that your details are valid. If it is rejected again, Raise a support case.

Info: Where the status is Pending, you can raise a case against the task for investigation by essensys support. We recommend waiting for an hour before you raise a case against a pending task.

Date / Time

The time and date when the task was created.

Description

The description of the task. Indicates the data change that the task involves.

Tip: If the description of the task takes up more than the space available, hover over the ellipsis (...) to view the description in full.

Occupier

The name of the occupier that the task is associated with.

Operator user

The name of the operator user (team member) that the task is associated with.

Task ID

The identifier used by essensys support staff.

Note: Not all tasks have a task ID.

Message:

  • Update in progress.

  • The request is not completed.

This status message indicates either:

  • That the task is currently progressing.

  • That the task has not, and will not, complete.

Raise a case

Where the task is in the Pending state, the Raise a case button is offered to allow the operator to raise a case with essensys.

For details of the fields on the dialog box that opens, see Raise a case.

Task Statuses

Field

Description

Completed

The task was successfully completed.

Pending

The task is currently underway, or otherwise pending completion.

Rejected

The task has stopped, but was not completed due to a validation error. In this case, you should retry the task, checking that your details are valid. If it is rejected again, Raise a support case.

Raise a case

All fields are populated automatically with details from the selected task, and those details cannot be edited. This ensures that the information about your task is supplied in full to the essensys support team.

Field

Description

Occupier / Operator

The name of the occupier or operator associated with the task.

Contact

The username of the person who initiated the task.

Case area

Task service.

Case reason

Pending task.

Subject

The identification details for the task.

Description

The full description associated with the task, as seen in the task list.


Further information

  • Once a case is created, you can monitor and add comments and attachments to it in the support pages. For details, see Raise a support case.

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