What does the Orange “!” icon mean in the Live Process view? What does "Action Required" mean?

“!” icon indicates that a task is due for that Live Process that is assigned to your Job Role. The "Action Required" modal at the top provides the same information.

Background

When setting up Weever Process for your facility, you can create Job Roles that can be used to organize your users. Job Roles can include specific job descriptions like Dough Cutter Machine Operator, PCQI Quality Manager, Sanitation Technician and so forth. 

When adding users you can assign them to one or more Job Roles. 

Job Roles are different from “Employee Type”, such as Admin, Supervisor, Staff, which provides access permissions. Learn more about Access Permissions here. 

Job Roles are what tasks are assigned to when you are building Process Templates using the Process Builder. 


What does Action Required mean?

Action will be required from a user when a task in a Process is assigned to their Job Role and is currently “Up Next”, Due or Overdue. 

  • Up Next - a task is considered “Up Next” when the tasks before it are marked as completed. 
  • Due - a repeated task is “Due” when it is required to be completed. 
  • Overdue - a repeated task is “Overdue” when the task’s “Grace Period” has expired and/or the next repeated task is due. 

When action is required by your Job Role, you will be alerted with a new task added to the “Action Required” popup menu. 

You will also see an Orange “!” icon appear in the first column for the Process that requires your attention. 

And that's it!

Now you know how to react to “Action Required” icons when the appear and alert you or a task that requires your attention.