This scenario describes how you can use a business space to manage
the work that is assigned to you in a timely manner.
Before you begin
This scenario uses widgets that contain content from WebSphere Process
Server. To run the scenario, WebSphere Process Server must be installed.
The
scenario uses the pages and widgets of a space created from the Advanced
Managing of Human Tasks and Workflows template. Some of the steps
and information might not apply for your situation. Adapt the scenario to
fit your needs.
About this task
The scenario is an example of how to use Business Space to manage
your work using the Tasks List and Task Information widgets.
In this example, you are responsible for sending out quotations for orders.
Each quotation request is a separate task. One of the customer satisfaction
requirements is that a customer must receive a quotation within 24 hours of
asking for one.
Imagine that your responsibilities include checking
the queue of quotation requests and handling the requests in a timely manner.
To perform these responsibilities, you use Business Space to complete the
following steps.
Procedure
- You log onto Business Space and open the space that you use for
checking quotation requests. Your Tasks List widget
shows the requests that are waiting for you. You want to see which of these
requests are urgent so that you can work on them first.
- You sort your list of tasks by priority.
- After reviewing the list, you edit the most urgent task in your
list. The Task Information widget displays
the details of the task.
You have the information that is needed to complete
the task available to you. You enter the required information and submit the
task.
The Tasks List widget is
updated to remove the completed task from your task list. You continue to
work on the remaining tasks in your task list.
- After you complete the tasks in your task list, you switch the
authorization filter and review the tasks that are available for you. These
tasks do not have anybody working on them yet. You accept and edit some of
the tasks in the list. The Task Information widget
displays the details of all of the selected tasks. If you are using the Tasks
I Own authorization filter, the Tasks List widget
is also updated to include these tasks.
- You review the details of the tasks and notice that some of these
tasks are outside of your area of expertise, so you return them to the available
tasks. The Tasks List widget is updated
to remove the transferred tasks.