Role Management in WorkFlow Designer

Viewing Roles

1. Click on the Business Groups Category.

2. Double-click the Business Group Category item. This will show all the Roles linked to the Business Group.

3. Click on the Role. The properties of the role will be shown in the Properties Window.

Fig 1. Role Management in WorkFlow Designer

Creating a New Role

Fig 2. Creating a new Role in WorkFlow Designer

1. Click on the Business Groups Category.

2. Double-click the Business Group Category.

3. Double-click the Business Group in which you want to create a new Role. This will open the Business Group’s details in the main work area, for example, Sales.

4. Drag in a new Role from the Toolbox to the work area.

5. (Not shown) Click on the New Role.

6. Click Properties tab.

7. Provide the Description for the new Role. Configure the other properties as required including the Escalate To, Report To and Route To properties as per Role Properties previous explained.

8. On the quick access toolbar, click Save icon or press CTRL+S to save your changes. The asterisk next to the Business Group tab (in this example Sales) will disappear. An asterisk indicates that the record has not been saved.

9. Click on Business Groups.

10. Click on Organogram in your work area in the following figure.

Editing an Existing Role

1. Click on the Business Groups Category.

2. Double-click on the Business Group with which your Role is associated. This will open the Business Group’s details in the main work area.

3. Click on the Role you want to edit.

4. Click Properties tab.

5. Edit the properties of the Role as required.

6. On the quick access toolbar, click Save icon or press CTRL+S to save your changes. The asterisk next to the Business Group tab (in this example Sales) will disappear. An asterisk indicates that the record has not been saved.

Deleting an Existing Role

1. Click on the Business Groups Category.

2. Double-click on the Business Group with which your Role is associated. This will open the Business Group’s details in the main work area.

3. Click on the Role you want to delete.

4. On the ribbon, click the File tab, click Delete to delete the role. A message will appear to confirm that you want to Delete the Role.

5. Click OK. A Role can be part of more than one Business Group.

6. On the quick access toolbar, click Save icon or press CTRL+S to save your changes. The asterisk next to the Business Group tab will disappear. An asterisk indicates that the record has not been saved.