Adding roles to your human task

A role is a group of employees who share the same level of authority. A task is not assigned directly to a staff member, instead it is assigned to one of the available roles, and any staff member in that role group can complete the task.

To add a role to your human task, proceed as follows:
  1. Launch your human task in the editor. The display that you see will depend on what type of human task you are working with.
  2. Under Staff settings, click one of the following icons to add the associated role:
    Option Description
    The administrator icon The administrator has the authority to perform upper level duties.
    The potential instance creator icon The potential instance creator can create an instance of the human task.
    The potential starter icon Used with originating tasks, the potential starter has the authority to initiate an existing instance.
    The potential owner icon The potential owner can claim, work on and complete tasks.
    The editor icon The editor can work with the content of a task, but cannot claim or complete it.
    The reader icon The reader is allowed to view tasks, but cannot work on them.
  3. In the Verb tab of the properties area, use the settings to specify which members should belong to the role in question. This further qualifies the group, and specifies exactly which group of staff members should interact with this task.
Related concepts
The building blocks of the human task editor
Related tasks
Customizing an existing client for your human task
Creating an escalation for your human task

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