Work process
- Automatic Assignment
-
Automatically assigns resources using the allocation algorithm.
- Use Business Calendar
-
Calculates all job durations and due dates based on the business calendar which is selected separately for each scheduled job.
Note Start the Kofax TotalAgility Core Worker Service to use the business calendar. - Restrict Job Access
-
Restricts resources from accessing job properties, viewing associated milestones, variables, states, roles, history and map details.
When you apply the Restrict Job Access setting, the job is not visible in job search results. However, users can still create and restart jobs, view the work type, and take and complete activities.
Note Restarting the job is only possible by using the RestartJob API. See the SDK documentation for more information.To allow access to job properties and other associated details for some resources, you must set up the Resources property of each process for functional and maintenance access.
See Configure the resource related properties of a process for more information.
The Restrict Job Access setting applies to live and archived jobs.
- Skill Level
-
Allows you to set skill level for your subordinates for processes to which they have access:
-
Server: Considers the default skill levels of a resource. Skill levels are set at the time of creating a resource.
-
Process: Considers the skill level set at the process level. Use the Skill Level property of an activity.
-
Not Used: Considers resource with any skill level to take jobs.
For more information on skill levels, see Set the skill levels of a resource.
-
- Allocation Algorithm
-
Allows you to find the right resource for a task and automatically assign the task to that resource:
-
First Found: Offers the activity to the first available resource. The system checks resources in the waiting state first.
-
Cost: Offers the activity to the least expensive available resource.
-
Skill: Offers the activity to the available resource with the highest skill level.
-
Speed: Offers the activity to the available resource with the highest productivity rating.
Note Use the allocation algorithm property on the Advanced tab of a process map to set the allocation algorithm for that process map. The process map setting overrides the server setting. -
- Number of Active SLA Statuses
-
Enables you to define a number for active SLA statuses, up to a maximum of five (Default: three SLA statuses: green, amber, and red).
-
1: Only green is active.
-
2: Green and amber are active.
-
3: Green, amber and red are active.
-
4: Green, amber, red and black are active.
-
5: Green, amber, red black and purple are active.
You can change the name of an active status, for example, change the name of Purple to Blue.
-
- Maximum Loop Count
- Enables you to define the number of times an activity can be
executed in a synchronous job or business rule to prevent continuous looping.
If the loop count reaches the defined limit, the synchronous job is suspended
at runtime. (Default: 1000)
Note You can set the maximum loop count at system level or process level. The loop count set at process level takes precedence over the system setting. See Configure the advanced properties of a process.
- Resource Idle
-
Determines how long the system should allow a resource to be idle before raising an event. For example, two hours after a resource declines an activity, an event can be raised to re-offer the same activity to the resource.
- Automatic Refresh (Minutes)
-
Interval between each refresh of a client work queue.
- Rows (Paging)
-
The maximum number of activity rows to retrieve at a time. For example, if 1000 activities exist, you can retrieve only 500 rows in a work queue.
Note The number of activity rows cannot exceed 5000. - Enable Work Queue Custom Sorting
-
Enables sorting of columns in a Work Queue query.
- Enable Workload Custom Sorting
-
Enables sorting of columns in a System query.
- Enable JobList Custom Sorting
-
Enables sorting of columns in a JobList query.