In this task you will continue to see what the process looks like
to users. In this case, you will follow the process instance with the
Supervisor and then the Treasurer roles.
To run the process as Supervisor and Treasurer:
- Let's go to the Supervisor's view of things. Log in to the
WorkSpace as Paul Smith.
The WorkSpace session for Paul Smith appears. Note that the
Expense Report process instance you created as Peter Jones is listed in the
WorkList panel, without having to perform any search. This is because Paul, as
supervisor, must now perform the Review Report activity. In effect, you did the
equivalent of sending the "Expense Report" to his inbox. This is why the
WorkList panel shows the Inbox view, which is
the defaul view. You can choose other views from the
Views panel.
- As Paul, you approve the imaginary expense report (we will
build the actual report later), and click on the Send icon (
) to send it to the next activity in the
process.
The process instance will be sent to the next activity, and
will disappear from the WorkList of user Paul Smith.
- The next activity is Confirm Receipts, in the Treasurer role,
so log out as Paul Smith.
The re-login page appears.
- You have defined the role of Treasurer, but have not yet
created a participant with that role. You need to go back to Studio to do that,
so switch to Studio but do not close the browser window.
- We don't need to stop and restart Studio's process execution
engine every time we make a change. Often, we can simply reload a running
project. So
do not stop the process execution engine at this time. From
the
Project Navigator, expand
Organization.
- Add a participant called
Mary White, and assign Mary the role of Treasurer.
If you don't recall how to do this, follow steps 2 through 7 in
Creating Participants.
- Click the
Reload button (
).
Studio will display an "Operation in progress" message, and
the project is reloaded.
- Go back to the browser, and log in to WorkSpace as Mary
White
The WorkSpace session for Mary appears. The Expense Report
process instance you created as Peter Jones is now in Mary's inbox, because
Mary has the Treasurer role.
- To see the steps the instance has been through so far, in the
WorkList panel, click anywhere on the line of the Expense Report instance, but
not in the checkbox or
Send icon.
The Expense Report instance will be highlighted in yellow,
and information about it will appear in the Instance Detail panel.
- In the Instance Detail Panel, click the Process Image icon
(
).
A process diagram will appear. The path the process
instance has followed so far will be highlighted in red.
- Once you have examined the diagram, close the window it's
in.
- In the Instance Detail panel, click the rightmost tab,
Audit Trail (
).
The same activities highlighted in the diagram appear
listed in a table.
- Mary "confirms" the imaginary receipts, so click the
Send icon () on the
WorkList panel.
The process instance disappears from Mary's inbox and goes
to the Process Expense activity.
- Our treasurer Mary has completed her task, so log out, close
the browser window or tab where WorkSpace is and, in Studio, stop the process
engine.