Identify Workflow Participants

Participants can play various roles in the completion of a workflow. For example, an activity can require that information is passed to a certain user. An important aspect of business process automation is the capability to manage the assignment of work to the resources required to perform the work. Manual activities can, for example, be assigned to users (or groups of users) that contribute to the execution of that activity. Decision activities can be assigned to the user(s) responsible for answering a particular question.

Identifying workflow participants is helpful in determining the users that may be the targets of activities and activity notifications. Also, it may be necessary to communicate with participants who are not users as part of the workflow. Identifying these participants is the first step in finding ways to communicate with them as part of the workflow.

The participants in the Close Case process are identified as follows:

• User closing the case
• Case owner responsible for the case (this can be the user closing the case) - this user is notified of any over or underpayments or else notified when the case is closed
• Case reviewer(s) - these users are notified when the scheduled reviews are canceled
• Service supplier(s) - communications are created for these participants when their referrals are canceled
• Primary client - a communication is created for this participant when the case is closed
• User who sends printed communications - this includes the communications for the service supplier(s) and the primary client