How to add Steps and Tasks to your Process Template

Key Takeaways

• The hierarchy of a Weever Process Template is built on the relationship between Steps and Tasks.
• Steps act as organizational containers—or "logical sections"—that group related activities, such as pre-production hygiene checks or final quality audits.
• Within these Steps, individual Tasks define the specific actions required by the workforce.
  Tasks are categorized into two primary types:
  1. Form Tasks: These require the user to interact with a digital form to input specific data points (e.g., hygiene checkpoints, weights, or temperatures).
  2. Instruction Tasks: These provide visual or procedural guidance without requiring a form submission, such as a directive to "visually inspect a conveyor belt".
   
• A critical component of multi-stage workflows is the ability to update an existing submission.
• This feature allows different users or job roles—such as an operator followed by a supervisor—to interact with the same digital record.
• By selecting this option for approval tasks, the system ensures that signatures are applied to the relevant data rather than generating a new, blank entry.
• Additionally, the system streamlines form design by automatically capturing timestamps for all interactions, removing the need for manual date fields.

"How-To" Guide: Building Steps and Tasks

1. In the Process Builder, click to add a new Step.
2. Provide a clear, logical name (e.g., "Startup Checkpoints") to act as a "bucket" for related work.

1. Inside a Step, select "Add Task."
2. For Data Collection: Choose a Form Task and link it to the specific digital form you previously built.
3. For Simple Guidance: Choose an Instruction Task to provide a directive that does not require a form submission.
4. Assign Roles: Tag the appropriate job roles so the correct staff are notified when it is their turn to work.

1. Add a new task for the signature or approval.
2. Crucially, select "Update an existing submission" instead of starting a new form to ensure the signature is attached to the previous data.
3. Select the specific signature field that must be completed to finalize the task.

1. Navigate to the Required Fields section of the task configuration.
2. Select only the fields that must be filled to mark the task as "Done." Fields like "Comments" or "Corrective Actions" can remain optional