Create a role
- Select the process map for which to create a role.
- On the Process Modeler, select Roles.
-
Click
New.
The New Role dialog box is displayed.
- Enter a Name for the role, such as CaseWorker.
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On the
Type list, select the type of role:
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Fixed: Any changes to the role apply to all existing and new jobs on any version of that process.
-
Floating: Any changes to role members apply only to new jobs.
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- Enter an Email Address for the new role.
- On the Supervisor list, select the required resource you want to assign as a supervisor to the role.
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Click
Add next to
Members to assign resources to a role.
The Add dialog box is displayed.
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Select the required resources, and click
Done, and then click
Add.
The individuals are associated with a job role.
- You can only use individuals as role members; you cannot use groups or other roles. An individual can belong to more than one role.
- Roles are independent of the process versions; however, you need to release the process to which the roles are associated to reflect the new roles or any change in the existing roles at runtime.