A process owner is the owner of jobs created on a process. You can specify a process owner at design time. A process owner is a static resource, which can be an individual resource or a group. Only one resource can be a process owner at a time.

If you specify a process owner during process design, the owner of the job is set to that resource. Otherwise, the owner defaults to the resource that created the job.

The job owner can be used to dynamically assign resources to activities. You can also search for jobs belonging to that owner.

See Assign resources by applying rules.

For example, in many organizations resources have responsibility for jobs regardless of who, among them, performs or completes the work; the job owner functionality can give the owner resource visibility of jobs they are interested in.

The job owner can be changed at any time during the lifetime of a job by the current owner or the supervisor of the owner.

Specify default resources so that you do not have to add resources to each activity separately. Whenever a new activity is addd to a process, the default resources are automatically added to that activity. The default resources can be individual resources, groups, roles or a combination of all.

A resource with maintenance access permissions for a process map can add or delete resources or change the access rights of resources to maintain the system. You can only assign maintenance access to one resource or group. The Maintenance Access includes the following access types:

• Full Control: Users with this access type can modify the process, and also set and modify access permissions for other users. By default, the Everyone group has Full Control.

• Read Write: Users with this access type can modify the process, but cannot change access permissions.

• Read: Users with this access type can only view the process; they cannot modify the process or set and change access permissions for other users.

A resource with functional access permissions can add or delete users or change the access rights of resources to work on the system. You can only assign maintenance access to one resource or group.

The Functional Access includes the following access types:

• Create: Users with this access type can create a job.

• Suspend: Users with this access type can suspend a job. For example, assign the Suspend permission to a Supervisor resource.

• Terminate: Users with this access type can terminate a job. For example, assign the Terminate permission only to the resource who created the job.

• Restart: Users with this access type can restart a job.

• Update Document Set: Users with this access type can specify permission to Everyone (Default), an individual resource or a group of resource to update the status of the document in relation to the document set at runtime.

• Place On Hold: Users with this access type can place a job on hold. For example, a supervisor may need to put a job on hold in situations where a subordinate resource has to work on a high priority task or is unavailable for a period of time. Any user can reactivate a job that has been placed on hold.

• Customize: Users with this access type can create custom maps on the current map. For example, unexpected events may occur during the life cycle of a job that require adding and removing activities, or other process changes while the job is still active. The selected users can dynamically create a new custom map on the current map to include the changes. The System creates a new map version and the active live job automatically uses the new map.

  See the TotalAgility Workspace help.

  Note This option is only available for process and fragment maps and not for case maps.

• View Job Details: Users with this access type can view job properties.

  Note To view job properties, ensure the Restrict Job Access property in System Settings > Settings > Work Process is set to Yes. See Configure the work process settings for system.

• Change Scan/VRS Profile: Users with this access type can change Scan or VRS profiles.

• Change Separation Settings: Users with this access type can change separation settings and assign permissions to a resource or a group of resources to modify the separation settings.