> ## Documentation Index
> Fetch the complete documentation index at: https://docs.activeviam.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sign-off task definitions

> CSV file format reference for bulk uploading sign-off task definitions in Atoti Sign-Off, with column names, required fields, and format details for scope values and workflow variables.

Download sample file: [sign-off-task-definitions.csv](./csv/sign-off-task-definitions.csv)

This file is used to create task definitions in bulk. For information on how to upload adjustments using this file, see [Upload tasks](../configure-tasks/create-task/create-task-upload).

| Column Name       | Description                                                                                                                                                       | Required | Value Example                                                                                                                                                                                   |
| ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| name              | The name of the definition. Must be unique across all task definitions.                                                                                           | Y        | `Pnl`                                                                                                                                                                                           |
| description       | The description of the definition.                                                                                                                                | Y        | `Description for the Pnl definition`                                                                                                                                                            |
| category          | The category of the definition.                                                                                                                                   | Y        | `Pnl category`                                                                                                                                                                                  |
| workflowType      | The workflow type used by the subsequent tasks.                                                                                                                   | Y        | `simple`, `4-eyes` or `4-eyes-kpi`                                                                                                                                                              |
| workflowVariables | Any variables required by the workflow.                                                                                                                           | N        | `approvers=MANAGERS;reviewers=USERS`                                                                                                                                                            |
| startDate         | The start date of the task definition with YYYY-MM-DD date format.                                                                                                | Y        | `2018-09-20`                                                                                                                                                                                    |
| endDate           | The end date of the task definition with YYYY-MM-DD date format.                                                                                                  | N        | `2018-09-30`                                                                                                                                                                                    |
| cube              | The cube on which the definition applies.                                                                                                                         | Y        | `VaR ES Cube`                                                                                                                                                                                   |
| server            | The server on which the definition applies.                                                                                                                       | Y        | `MR`                                                                                                                                                                                            |
| scopeValues       | The scope of the definition. If empty, the definition will be considered top of house.                                                                            | N        | `[Booking].[Desks].[Desk]=[AllMember].[Commodity]\|[AllMember].[Equities];[Organization].[BookHierarchy].[Level 4]=[AllMember].[Global Markets].[Equities].[Cash Equities].[Developed Markets]` |
| kpis              | The thresholds at which the task is automatically approved and exported without any review. Only applicable for `4-eyes-kpi` workflow type.                       | N        | `Desk All PV;Cash Equities`                                                                                                                                                                     |
| linkedDashboardId | The ID of an existing dashboard to link to the definition. This is the unique reference to a dashboard that you may find in the URL when accessing the dashboard. | N        | `ecxRnV`                                                                                                                                                                                        |

## Scope values

In the notation for scope values, a semi-colon (`;`) is used to separate level members and a pipe (`|`) is used to separate levels. So the following example:

```
[Booking].[Desks].[Desk]=[AllMember].[Commodity]|[AllMember].[Equities];[Organization].[BookHierarchy].[Level 4]=[AllMember].[Global Markets].[Equities].[Cash Equities].[Developed Markets]
```

Breaks down into:

* `[Booking].[Desks].[Desk]` =
  * `[AllMember].[Commodity]`
  * `[AllMember].[Equities]`
* `[Organization].[BookHierarchy].[Level 4]` =
  * `[AllMember].[Global Markets].[Equities].[Cash Equities].[Developed Markets]`

This means that your definition scope will include at the desk level `Commodity` and `Equities` and at `level 4` of `BookHierarchy` the `Developed Markets`.

## Workflow variables

In the notation for workflow variables, a semi-colon (`;`) is used to separate workflow variable names and a pipe (`|`) is used to separate values. So the following example:

```
approvers=MANAGERS;reviewers=USERS;emails=abc@company.com|def@company.com|ghi@company.com
```

Breaks down into:

* `approvers` =
  * `MANAGERS`
* `reviewers` =
  * `USERS`
* `emails` =
  * `abc@company.com`
  * `def@company.com`
  * `ghi@company.com`

<Note>
  `emails` is not a valid variable in the provided workflows (`simple`, `4-eyes`, `4-eyes-kpi`).
  You may have such a variable if you define a *custom workflow* sending an update via emails.
</Note>
