Maintaining Tasks - SAP HR

Use

Due to a change in task areas in your company, you want to add new tasks to your task catalog. Or you may wish to change tasks already contained in your task catalog. This may be necessary, for example, if tasks have changed due to changes in job or position descriptions.

Activities

To maintain tasks using infotypes, go to the Task Catalog screen by choosing Human resources _ Organizational management _ Expert mode _ Task catalog.

On the Maintain Task screen, you can create or edit infotypes for the task object type by choosing Create or Change. If you are changing a task that already exists, the ID, name and abbreviation of the task you previously selected are automatically transferred. The infotypes you have already maintained for a task are indicated by a green check mark.

If you want to create new infotypes for a task, specify their status using the tab pages. You can only maintain tasks from the Human resources view. For information on Workflow or standard tasks and workflow templates, see SAP Business Workflow, for more information on task maintenance, see Tasks and Task Groups .

Create tasks

Procedure

You create tasks when you want to add new tasks to the task catalog you maintain for an organizational plan. You can also create new tasks by copying existing ones. See Copying Tasks

  1. On the Organizational Management screen, choose Expert mode _ Task Catalog. The Task Catalog screen appears.
  2. Determine how the system is to build up a task catalog by entering data as required in the appropriate fields.
  3. Choose Execute. The Task Catalog screen appears, displaying the selected tasks.
  4. If the new task should stand on its own as a single task, choose Task Catalog.
  5. If the new task is to be part of a task group, select the task that is to be or is the superior task.
  6. Choose Create. The Maintain Task screen appears.
  7. Check the Plan version and Task fields. The system inserts this information according to your selection in the task catalog.
  8. Under Infotype name, choose Object.
  9. Using the tab pages, select the status, which you want to assign to the new task.
  10. Choose Create infotype. The Add Object screen appears.
  11. In the Validity, Object abbreviation, and Object name fields, enter data as required.
  12. Save your entries. The Maintain Task screen appears. To create a relationship record, refer to the procedure described below.

Creating Relationships

To create a relationship:

  1. Under Infotype name, choose Relationships.
  2. Choose Create infotype. The Add Relationship screen appears.
  3. Enter data in the appropriate fields as required.
  4. Save your entries. The Maintain Task screen appears.
  5. To exit the Maintain Task screen, choose Back or Cancel. The Task Catalog screen appears.

Changing Tasks

Procedure

You can change tasks when you want to edit a task’s object abbreviation, or object name. Abbreviations and names are maintained in the Object infotype (1000). You cannot change the validity period assigned to a task using the Change function. For this, you must use the Delimit function. To change the validity period of several tasks at the same time, use the report RHGRENZ0 (Delimit objects).

  1. On the Organizational Management screen, choose Task catalog.
  2. The Task Catalog screen appears.
  3. Determine how the system is to build up a task catalog by entering data as required in the appropriate fields.
  4. Choose Execute. The Task Catalog screen appears, displaying the selected tasks.
  5. Select the task you want to change.
  6. Choose Change. The Maintain Task screen appears.
  7. Check the Plan version and Task fields.
  8. The system inserts this information according to your selection in the task catalog.
  9. Under Infotype name, choose Object.
  10. Using the tab pages, select the status of the task you wish to change.
  11. Choose Change infotype. The Object Infotype screen appears.
  12. In the Object abbreviation and Object name fields, enter data as required.
  13. Save your entries. The Maintain Task screen appears.
  14. To return to the Task Catalog screen, choose Back or Cancel.

Displaying Tasks

Procedure

You can display the basic information on a task if you want to review, rather than edit it. This includes an object’s abbreviation and name, its validity period, language key, and status. This information is stored in the Object infotype (1000).

  1. On the Organizational Management screen, choose Task catalog. The Task Catalog screen appears.
  2. Determine how the system should build up a task catalog by entering data as required in the appropriate fields.
  3. Choose Execute. The Task Catalog screen appears, displaying the selected tasks.
  4. Select the task you want to display.
  5. Choose Task _ Display. The Maintain Task screen appears.
  6. Check the Plan version and Task fields. The system inserts this information according to your selection in the task catalog.
  7. Under Infotype name, choose Object.
  8. Using the tab pages, select the status of the task you wish to display.
  9. Choose Edit _ Display infotype. The Display Object screen appears.
  10. Exit the function.
  11. To return to the Task Catalog screen, choose Back or Cancel.

Copying Tasks

Procedure

You can copy tasks when you want to create a new task by duplicating an existing one. Creating objects by copying can save you data entry time.

When you copy tasks, you can also copy all records for the Relationship infotype. This can be helpful when tasks have the same attributes. The report RHCOPY10 (Copy Object Using Selection List) also allows you to copy objects. Using this report, you can include additional infotypes in the copy request.

  1. On the Organizational Management screen, choose Expert mode _ Task Catalog. The Task Catalog screen appears.
  2. Determine how the system is to build up a task catalog by entering data as required in the appropriate fields.
  3. Choose Execute. The Task Catalog screen appears, displaying the selected tasks.
  4. Select the task you want to copy.
  5. Choose Task _ Display. The Maintain Task screen appears.
  6. Check the Plan version and Task fields. The system inserts this information according to your selection in the task catalog.
  7. Choose Task _ Copy. The Maintain Plan Data: Copy Object screen appears.
  8. In the Target object, Abbreviation and Name fields, enter data as required. Flag Copy relationships also.
  9. Choose Copy object. The Copy Object dialog box appears.
  10. Choose Yes.
  11. To return to the Task Catalog screen, choose Back or Cancel.

Deleting Tasks

Prerequisites

You should delete tasks only when you want to erase all record of a task from the database. When you delete tasks, the system deletes all appended infotypes as well. The system keeps no historical information.

Deletions should only be necessary when, for example, you incorrectly or accidentally create a task. To change the validity period of a task, use the Delimit function.

Procedure

  1. On the Organizational Management screen, choose Task catalog. The Task Catalog screen appears.
  2. Determine how the system is to build up a task catalog by entering data as required in the appropriate fields.
  3. Choose Execute. The Task Catalog screen appears, displaying the selected tasks.
  4. Select the task you want to delete.
  5. Choose Tasks _ Delete.
  6. The Delete Task dialog box appears.
  7. Choose Yes.

Result

The system confirms that the object has been deleted. The Task Catalog screen appears.

Delimiting Tasks

Procedure

Delimit tasks if you want to bring the validity end date forward, and in so doing, change the validity period. This can be necessary if, for example, you want to eliminate a task due to restructuring.

When you delimit objects, the system delimits any infotype records appended to the object, to the same date.

  1. On the Organizational Management screen, choose Task catalog. The Task Catalog screen appears.
  2. Determine how the ystem is to build up a task catalog by entering data as required in the appropriate fields.
  3. Choose Execute. The Task Catalog screen appears, displaying the selected tasks.
  4. Choose Task _ Display.
  5. Check the Plan version and Task fields. The system inserts this information according to your selection in the task catalog.
  6. Under Infotype name, choose Object.
  7. In the Status field, select the status of the task you want to delimit.
  8. Choose Task _ Delimit. The Maintain Plan Data: Delimit Object screen appears.
  9. In the Delimit date and Historical rec. fields, enter data as required.
  10. Choose Delimit. The Delimit Object dialog box appears.
  11. Choose Yes.
  12. To return to the Task Catalog screen, choose Back or Cancel.

Changing the Status of Tasks

Procedure

You can change the status of a task if the plan status of a task in your organizational plan changes. Status changes occur for several reasons. For example, a planned task may be approved, and require activation.

When you change the status of an object, the system applies the new status retroactively, to the beginning of the object’s validity period. To change the status for a number of objects, you can save time by using the report RHAKTI00 (Change Status of Object).

  1. On the Organizational Management screen, choose Expert mode _ Task Catalog. The Task Catalog screen appears.
  2. Determine how the system is to build up a task catalog by entering data as required in the appropriate fields.
  3. Choose Execute. The Task Catalog screen appears, displaying the selected tasks.
  4. Select the task, whose status you want to change.
  5. Choose Task _ Display. The Maintain Task screen appears.
  6. Check the Plan version and Task fields. The system inserts this information according to your selection in the task catalog.
  7. Under Infotype name, choose Object.
  8. Using the tab pages, select the current status of the task.
  9. Choose Edit _ Status change. Another menu appears.
  10. Select a new status. The Object Infotype screen appears.
  11. Check the information to ensure you have selected the correct task.
  12. Save your entries. The Maintain Task screen appears.

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