Master Data Management

Role (Tasks)

Use this page to Add a Task to a Role.

To access this page:

  1. Click Master Data Management > Design in the Navigation pane.
  2. Click the Roles icon for a category.
  3. Click the Tasks icon for a role.

Field

Description

PRIORITY

Displays the order a task displays on the Role (Task) page.

TASK ID

Displays the name of the task assigned to the role.

NOTE: The pages available for a task are those pages in the Content WebApp set at the Category level in the Default Web App ID field on the Category page.

NOTE: These tasks were added on the Task page. To add a task, click the + icon in the list box. Refer to Add a Task for more information.

TYPE

Displays the task type assigned to the task on the Task page. Task types are:

  • Application – Identifies tasks that gather, enters or makes changes to data using pages in the Content WebApp for preparation to send to the system(s) of record.

NOTE: A task can be set to read only for a role.  Users can view the task’s data but cannot make changes to the data

  • Display – Identifies tasks that can be viewed but cannot be changed.
  • Review – Identifies tasks that evaluate and review data, either approving or rejecting all changes made within the execution of a request.
  • Post – Identifies tasks that post data to a target system, after the application and review roles have been completed.

READ ONLY

If checked, the task’s associated web page displays as read only for a role. Users can view the task’s data but cannot make changes to the data.

If disabled, the task can be updated.

Assigned Scenarios

Click to open the Scenario Role Task page to view details about the selected role and task, including the columns available on the web page associated with the task.