This tutorial describes how you can use a business space
to assign tasks to a member of your team.
Before you begin
This tutorial uses widgets that contain content from WebSphere
Process Server. To run the tutorial, WebSphere Process Server must
be installed. Some of the steps and information might not apply for
your situation. Adapt the tutorial to fit your needs.
About this task
The tutorial is an example of how to use Business Space
to assign tasks to other people. Imagine that you are team leader
in the claims department of an insurance company. It is your responsibility
to ensure that your team handles claims efficiently. You have vacation
tomorrow so you need to assess the current claims and delegate them
to one of your team members to work on in your absence.
Procedure
- You log on to Business Space and open the space that you
use to manage claim reviews.
- You select the process definition for managing claims from
the Process Definitions List widget. The Task
Definitions List lists all the task templates defined as
part of this process.
- You select Review Claim from the list of task templates.
All instances of the type Review Claim are displayed in the Tasks
List widget. You define a filter on the owner column so
that you display only those tasks that are assigned to you.
- You want to transfer all of the claims assigned to you
to one of your team members, so in the Tasks List you
select all tasks, then Transfer from the Actions list.
You then enter the name of the team member to whom you want to transfer
your claims.
Results
All the claims that were assigned to you are transferred to
the designated team member.