This tutorial describes how you can use a business space
to create new tasks.
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 create tasks for other people. Imagine that
you work in the customer support department of a communications company.
You have just received a call from a customer representative that
you urgently need to travel to a customer site to investigate a network
problem. Before you can make your travel arrangements, you need to
get approval from your manager for the trip.
Procedure
- You log on to Business Space and open the space that you
use for creating travel approval requests.
- You switch to the Create Tasks page
and create a travel approval request using the Task Definitions
List widget.
- In the Task Information widget, you
enter the user ID of the approver, who, in this case is your manager,
and explain that you need approval within 24 hours, and you attach
a document with a detailed travel itinerary.
- After 24 hours, you check the progress of your approval
request using the Tasks List widget with the
filter Tasks I Created. You filter
the tasks that are shown in the All tasks list
to show only those that are finished. You notice that your manager
has not approved the request.
- Because your company's travel policy requires that
your manager approves the request before you can confirm your travel
arrangements, and you need to go to the customer site urgently, you
decide to escalate the request. You select the request from the Tasks
List widget, then select Escalate from
the Actions. The approval is escalated to your
manager who receives e-mail notification so that he knows he needs
to take action.
Results
Your travel request is approved.