Workflow Roles

Workflow Roles are defined in Palette's AsCode editor with a mandatory codename AsCodeWorkflowRole. The data in this code table are not System Codes. Workflow Roles are displayed in OIPA and Palette by their Short Description.

User Workflow Role Link

Users are linked to Workflow Roles by completing the Workflow User page in OIPA. Access to this screen is through the "Workflow User" selection in the Admin menu and requires proper security set-up in the Palette.

User Workflow Role Link

Workflow Roles

This screen above is used to assign and unassign Workflow Roles to the system's Users who have access to Policies, Requirements, Policy level transactions or Clients. The User field is a searchable combo box of these User's names. Selection of a single User is mandatory.

The Workflow Roles grid is a list of Workflow Roles defined in Palette. Workflow Roles are assigned to the User by checking the check box. Workflow Roles are unassigned to the User by unchecking the check box. Click the Save button to save any changes or the Cancel button to revert the presentation to reflect the persisted data.

The elements on this page allow the screen User to associate a User selection to any number of Workflow Roles. The screen User can also do the opposite: deselect the association of Workflow Roles from a User. Therefore, as a User moves out of the teams that work on these tasks, all Workflow Role associations may be removed. Or as a User's responsibilities changes, so to can the associated Workflow Roles be modified to accommodate the new responsibilities.

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