Tuesday, June 16, 2009

Assign staff to a human task

Human Task
 

Assign staff to a human task

You need a way to associate a human task with a specific person or any member of a group of people who is qualified and permitted to complete the task. You can also assign roles (for example, Potential Owner, Reader) to a human task so that specific access rights can be granted.

People assignment roles and criteria

Roles and criteria interact to identify staff members according to their access rights. More specifically, authorization roles determine what their members are allowed to do in the runtime environment, and people assignment criteria define who will be member of an authorization role.

To understand how this works, you have to keep in mind that a task is assigned first and foremost to a role, not an individual. Each staff member in this role group has the permissions assigned to the role as a whole. Criteria act to further refine the list of members who can claim the work. Officially, a people assignment criteria is a database query that retrieves a list of members from the runtime engine

People assignment settings 

Use the staff settings to determine which roles can interact with your human task.

There are six possible roles to choose from, and those that appear will depend on the kind of human task that you are working with.

  1. Administrators The administrators icon

    Administrators have the authority to perform upper level duties like suspend, terminate, restart, force-retry, and force-complete.

  2. Potential creators The potential creators icon

    Potential creators can create an instance of the human task, but cannot start it.

  3. Potential starters The potential starter icon

    Potential starters have the authority to initiate an existing instance. The starter role is subtly different from that of creator, and although a creator can create a new instance, only a starter can start it. In many usage scenarios, the same employee fulfils both roles.
    This role is only associated with an invocation task.

  4. Potential owners The potential owners icon

    Potential owners can claim, work on and complete tasks.

  5. Editors The editor icon

    Editors can work with the content of a task, but cannot claim or complete it. For example, an editor can receive the work item to review a document and add comments, but an editor is not able to finish the task.

  6. Readers The readers icon

    Readers are allowed to view tasks, but cannot work on them. This role can be used in situations where an employee wants to monitor as task without taking any action in it.

Assigning roles to your human task

A role is a set of employees who share the same level of authority. When it comes to working on tasks, the role that the person belongs to defines their authorization.

Human task editor

To create and manipulate tasks that will be assigned to human staff members in the runtime environment, use the human task editor.
 
The human task editor is a graphical programming environment that you use to configure the interaction between a service and its associated human participants, or between two humans.

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