To view a participant's assigned role permissions:
In the left pane of the Process Administrator, click Participants.
From the participant list , select a participant User ID.
On the Participants | Edit Participant page, click Assigned Roles.
On the Participants | Edit Participant | Assigned Roles page, select a Role ID.
On the Participants | Edit Participant | Assigned Roles | Role Assignment page, view the participant's Parameter, Rank, and Permissions for the role.
Parameter
Parallel roles are roles that can be assigned to groups of participants who perform the same activity in a process but have different business functions. For example, in a supply chain process, an order might be processed as an individual order or as a commercial order. The order would be processed in exactly the same way but individual orders might be handled by the individual sales group and commercial orders might be handled by the commercial sales group. When parallel roles are created in Process Designer, the activity performed by the parallel role is designed with a variable that determines which group will perform the activity at runtime. This variable is the parameter selected in the drop-down list.
Parallel roles must be created in Process Administrator before they can be assigned to participants. Parallel roles can be created automatically when they are imported with a project file or they can be created manually in Process Administrator and then mapped to abstract project roles during project publication.
Rank
The participant's role rank indicates the hierarchy of the participant in relation to other participants in the same role. Participants can be assigned to ranks 1 - 9, with 9 being the highest rank and 1 being the lowest rank. Participants can reassign work list items based on their ranking. Participants with higher rank can delegate work list items to participants with lower rank if they have been assigned the delegate permission. Participants with lower rank can escalate work list items to participants with higher rank if they have been assigned the escalate permission. Participants with the peer assignment permission can assign work list items to other participants who have the same rank.
Permissions
Participant role permissions determine some of the options available to a participant in the Select an Action drop-down list on the Work List Items portlet of the Worklist Portlets. Participant permissions include:
|
Permission |
Maps To This Action in Work List Items Portlet |
Description |
Design Dependency |
|
Execute |
Execute |
Allows participants to process a work list item. |
none |
|
Route |
Send, Send To, Back |
Allows participants to send a work list item to the next activity in the process, send a work list item back to the previous activity in the process, and send a work list item to a specific participant assigned to the role for the next activity in the process. |
The back action is only available to a participant if an exception handler was included in the process design and an exception occurred that invoked the exception handler while the participant was executing the work list item. |
|
Suspend |
Suspend/Resume |
Allows participants to pause a process at the work list item activity and make process unavailable to other users until resumed. |
The suspend property must be defined for the activity in the process design. |
|
Abort |
Abort |
Allows participants to abort a process instance in their work list. |
The activity must be defined as abortable in the process design. |
|
Delegate |
Reassign/Delegate |
Allows participants to reassign a work list item to another participant with a lower rank. |
none |
|
Grab |
Grab/Ungrab |
Allows participants to grab a work list item from another activity in the process. |
The grab activity must be included in the process design or the activity must be defined as grabbable. |
|
Escalate |
Reassign/Escalate |
Allows participants to reassign a work list item to another participant with a higher rank. |
none |
|
Peer Assignment |
Reassign/Peer Assign |
Allows participants to reassign a work list item to another participant with the same rank. |
none |
To exit, click Cancel.
Note: A participant will only be able to use assigned permissions if a process has been designed to include the activities that correspond to these permissions. In other words, a participant will be able to grab a work list item if they have the grab permission and their role has a grab activity in the process that was created in Process Designer.