Role H

Description

Displays the role name.

A role is a collection of tasks performed to support scenarios and business processes.

Displays a brief description of the role.

Displays the order the role displays on the Role page.

Click to open the Role (Tasks) page to add tasks to the role.

A task is a web page added to the Content WebApp at a client’s site.

Refer to Add a Task for more information.

Click to open the Role (Dependencies) page to add a dependent role to the selected role. Refer to Add Dependencies to Roles for more information.

Click to open the Role (Conflicts) page to add roles that can only be executed once per user in the scenario.

Refer to Add a Conflict to a Role for more information.

Click to open the Where Used – Role graphs to view the tasks assigned to the role and the scenarios that use the role. A count of active and inactive tasks and scenarios is also provided.

NOTE: If any of the scenarios or business processes that the role is used in within a category are active, the role is considered active.

Click to open the Element Report Frame page that displays basic information about the role; the role’s work days, hours and minutes; role dependencies; tasks to which the role is assigned; and positions that include the role.

Description

Displays the role name.

A role is a collection of tasks performed to support scenarios and business processes.

Displays a brief description of the role.

Displays the role owner.

Displays the role type.

A role’s role type determines which actions a user assigned to that role can perform.

Role types are:

• Application—Gathers, enters or makes changes to data using pages in the Content WebApp for preparation to send to the system(s) of record.
• Display—Views data but is unable to make changes. Users assigned to a role with a Display role type are not active participants in the process.
• Post—Posts data to a target system after the roles with Application and Review role types have been completed.
• ManualPost—Performs work outside of MDM by using a custom posting process or performing a physical task. Refer to Use Manual Post for more information.
• Review—Evaluates and reviews data, either approving or rejecting all changes made within the execution of a request. Data can be viewed but not modified. A role with this role type can also review the tasks of their dependent application roles within a scenario.

If checked, the users assigned to the role receive a message during the request workflow depending on the user’s assigned role type. Refer to Enable or Disable Messages for a Role for more information.

If checked, the tasks within the role display as read only to all other users within the scenario not assigned to this role.

If checked, after a user clicks Finish for the role, any validation failures require a user response to continue the process.

The options available to the user depend on the highest level of validation failure.

• If the validation fails with a message, the user acknowledges the message by clicking the OK button to proceed.

• If the validation fails with a warning, the user is presented with the options to allow the process to continue or to stop the process.

• If the validation fails with an error, the user acknowledges the error and the process stops.

NOTE: If this check box is unchecked, if the validation fails with a warning, the user acknowledges the message by clicking the OK button to proceed.

This setting can be overridden at the scenario role level.

Click to open the Role Event page to add custom business rules that run when events associated with the request occur. The Role events available depend on the role type.

Refer to Add Custom Business Rules for more information.

Click to initiate the removal of all events and rules from the Role Event Rule page and the Scenario Role Event page for all other types.

NOTE: This field is active if the Role Type changes after the Role is created.

Click to open the Scenario Role Task Column page to view all of this role’s columns across all role tasks.

Displays the number of days that all of the tasks in this role must be executed to meet the SLA. Refer to Set up SLA notifications in MDM for more information.

Displays the number of hours that all of the tasks in this role must be executed to meet the SLA. Refer to Set up SLA notifications in MDM for more information.

Displays the number of minutes that all of the tasks in this role must be executed to meet the SLA. Refer to Set up SLA notifications in MDM for more information.

If enabled, a scenario that uses this role allows a user assigned to the Post role to schedule a post for a later time. Use this check box to:

• Set the default setting for new roles for a Post role added in the future.
• Update this setting for all scenario > role combinations that use this role.  

NOTE: This check box only displays for roles with a Role Type of Post.

After updating this check box, a message displays. If the user clicks OK, the update cascades through all scenario > role combinations that use this role. If the user clicks Cancel, the selected setting (checked or unchecked) is retained as the default setting when roles with a Post role type are added in the future. However, the setting does not cascade through all scenario > role combinations that use that role.

The setting can be overwritten for a specific scenario > role combination, and it is at this level that access to the Post Later feature is controlled. Refer to Configure the Post Later Feature at the Scenario Role Level, Configure the Post Later Feature at the Role Level, and Schedule a Post for a Specified Date and Time for more information.

Click to open the Element Documentation page  to upload documentation for this role, which may include additional instructions for the role, or a document that can be uploaded and exposed during execution of the role.

Refer to Upload Documentation at the Role Level for more information.

Click to open the Where Used – Role graphs to view the tasks assigned to the role and the scenarios that use the role. A count of active and inactive tasks and scenarios is also provided.

NOTE: If any of the scenarios or business processes that the role is used in within a category are active, the role is considered active.

Click to open the Where Used Report page to view all business processes and scenarios to which this role is assigned, and to view all tasks assigned to this role.

Click to open a report displaying basic information about the role; the role’s work days, hours and minutes; role dependencies; tasks to which the role is assigned; and positions that include the role.

Click to open a dashboard with the following charts displaying information for the selected role:

• SLA Percent On Time by Role

• Role Request Duration

• Active Requests for Role

• All Requests for Role

Displays a user-entered comment about the role.

Description

Displays the name of the new role created as a result of copying the selected role.

The new role name must be unique.

Click to create a copy of the selected role.

Description

Displays the data source that stores the custom Audit view.

Displays the view selected for use as an Audit report.