Master Data Management
Add a Task to a Role
The Role (Task) page allows a Designer to add existing tasks to a role.
Each task is performed on a web page designed to collect and validate information required to support the scenarios and business processes to which that role is assigned. The web page is developed at a client’s site and is stored in the Content WebApp.
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.
Before performing this step, add a role and add a task.
To add a task to a role, or to add a role to a scenario, you must configure security to include the position for the role. Refer to Configure Roles in a Position for more information.
This step is required to complete setup for a role. A role must have at least one task assigned.
Refer to Manage Tasks for general information about tasks.
NOTE: One or more different tasks can be added to a role. A particular task can only be added to a role once.
To add a task to a role:
- Click Master Data Management > Design in the Navigation pane.
- Click the Roles icon for a category.
- Click the Tasks icon for a role.
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Click Add.
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Enter a value in the PRIORITY field.
NOTE: This value determines the order the task displays on the Role (Task) page.
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Select the task name from the TASK ID list box.
NOTE: These options are the web pages available from the Stewardship Tier and from the Content WebApp that have been added to the category.
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.
NOTE: Once the task is added to the role, the TYPE field is populated by the Task Type set for the task on the Task page.
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Click the READ ONLY check box to enable it if needed.
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.
- Click Save.
