Configuring Role Toolbars

WorkSpace includes a Work Item toolbar that lets users perform operations (such as send, abort, select, etc.) on one or more work items. In WorkSpace Administrator, the Work Item toolbars can be configured for each role in the organization, so that participants can only perform functions appropriate for their assigned roles.

To configure role toolbars:

  1. Click the Toolbars tab.
  2. In the left pane, click the role for which you will configure the toolbar.
  3. In the right pane, select checkboxes for each function you want enable for the role.
    Work Item Toolbar Button Function
    Send Sends the work item to the next activity.
    Sent To Sends the work item to the next activity and assigns it a participant.
    Abort Terminates and deletes the work item.
    Suspend Pauses the work item at the current activity.
    Resume Resumes a suspended work item.
    Select Assigns the work item to the current user for that activity, thereby blocking other users from processing it.
    Unselect Removes the work item selection.
    Back Instance Returns a work item to the activity where an exception occurred, so that processing can continue from that point.
    Grab Sends a work item to a Grab activity, to remove it temporarily from its current activity.
    Ungrab Releases a work item from a Grab activity.
    Bookmark Bookmarks the work item so it can be recalled from the Bookmarks view.
    Consultations Sends a question about the work item to a participant.
    Detail Displays work item details.
  4. ClickSave.
Parent topic: Using WorkSpace Administrator