This tutorial describes how you can use a business space
to manage the work that is assigned to you in a timely manner.
Before you begin
This tutorial uses widgets that contain content from WebSphere
Process Server. To run the tutorial, WebSphere Process Server must
be installed.
The tutorial uses the pages and widgets of a
space created from the Advanced Managing of Human Tasks
and Workflows template. 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 manage your work using the Tasks List and Task
Information widgets. In this example, you are responsible
for sending out quotations for orders. Each quotation request is a
separate task. One of the customer satisfaction requirements is that
a customer must receive a quotation within 24 hours of asking for
one.
Imagine that your responsibilities include checking the
queue of quotation requests and handling the requests in a timely
manner. To perform these responsibilities, you use Business Space
to complete the following steps.
Procedure
- You log onto Business Space and open the space that you
use for checking quotation requests. Your Tasks
List widget shows the requests that are waiting for you.
You want to see which of these requests are urgent so that you can
work on them first.
- You sort your list of tasks by priority.
- After reviewing the list, you edit the most urgent task
in your list. The Task Information widget
displays the details of the task.
You have the information that
is needed to complete the task available to you. You enter the required
information and submit the task.
The Tasks
List widget is updated to remove the completed task from
your task list. You continue to work on the remaining tasks in your
task list.
- After you complete the tasks in your task list, you filter
the Tasks List so that you can review the tasks that are available
to you. These tasks do not have anybody working on them yet. You accept
and edit some of the tasks in the list. The Task
Information widget displays the details of all of the selected
tasks. If you filter the tasks using Tasks I Own,
the Tasks List widget is also updated to include
these tasks.
- You review the details of the tasks and notice that some
of these tasks are outside of your area of expertise, so you return
them to the available tasks. The Tasks
List widget is automatically updated to remove theses returned
tasks from your Tasks I Own list.