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Edit the details of a role. To do so, click a role in the table. Edit the following details on the right:
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Name — The role name. This is identical to the configured Name of the corresponding workflow operation in the production. See Defining Workflows.
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Description — A descriptive name for the workflow role.
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Capacity — The maximum number of active tasks a workflow role is expected to have. This number is used in calculating performance metrics. The default is 100.
Then click Save.
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Add a user to a role. To do so, click a role in the table. Then click Add.
Provide the following details:
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Username — Select a workflow user. The system lists all the user IDs that have been configured as workflow users; see the next topic.
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Rank — Optionally select an integer to indicate the ordinal rank of the user within this role. This value can affect task distribution. For example, you could use 1 for the more senior members of the role and 2 for the other members.
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Title — Optionally specify a string that clarifies the user’s job position. This value can affect task distribution. For example, a user can be designated as the “manager” of a workflow role.
Then click OK.
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Remove a user from a role. To do so, click a role in the table and then click the lower Remove button (next to Add).
Then select a user and click OK.
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See the users currently in this role. To do so, click a role in the table and then click Users. The system displays a table of users in a dialog box.
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See the tasks currently associated with or assigned to users in this role. To do so, click a role in the table and then click Tasks. The system displays a table of tasks in a dialog box.
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Remove a role. To do so, click a role in the table and then click the upper Remove button (next to Save). Click OK to confirm.
