Adding and selecting roles
A role defines and groups case workers by the type of work that they do. You can associate roles with steps in the tasks of a solution.
About this task
You can add roles to a new solution by using the solution wizard or by using the solution home page. If you add roles to a new solution by using the solution wizard, each role is assigned a default personal in-basket and a role in-basket. To add or associate other in-baskets with a role, complete the wizard and open the solution.
Procedure
To add a role from the solution home page:
- In the Roles page of the solution home page, click Add Role.
-
Specify a role name and optionally a description.
The role name must be 55 characters or less and it cannot start with the tilde (~) special character. The role name cannot use the same name as a task in the same solution.
- Select the type of personal in-basket and the user features to display for the role in Case Client.
- Optional: 22.0.2
To assign a manager to your role, from the Manager for this
role list, select the role that you want to designate as a manager. The members of the manager team will be able to manage the work of your case team.
- On the Pages tab, assign the solution page for the role, then click OK.
-
Configure the in-baskets for the role.
For more information, see Configuring in-baskets for roles and Adding custom in-baskets to roles.
- Associate the role with task steps by adding a step and assigning it to a role in the Step Designer.