Starting a partner task

A Sponsor Administrator, Sponsor Standard User, and an LOB representative can start partner tasks for activities that are rolled out. A Sponsor Administrator can view and start the partner tasks in test mode.

Prerequisites

LOB representatives that are assigned to the same division as that of partners can start the tasks of those partners even when the LOB representatives do not have the role to start the partner tasks. LOB representatives that are not assigned to partners divisions and Sponsor Standard Users can start partner tasks only when an appropriate role is assigned to them.

Before LOB representatives that are not assigned to partners divisions and Sponsor Standard Users start partner tasks, appropriate permissions must be assigned to LOB representatives to allow them to start partner tasks. The role must also be assigned to those LOB representatives and Sponsor Standard Users who plan to start partner tasks.

Location to view and start partner tasks

The following table lists the location from where Sponsor Administrators, LOB representatives, and Sponsor Standard Users can view and start partner tasks.

Table 1. Location to view and start partner tasks
User	Location
Sponsor Administrator	View and start the tasks on the My Activities page. Start partner tasks from the Activity Monitoring page.
LOB representative	View and start the tasks on the My Activities page. Start partner tasks from the Activity Monitoring page. A list of all sponsor or approval tasks for activities that are assigned to the LOB representative are displayed in the Task Execution List.
Sponsor Standard User	View and start partner tasks on the My Activities page.

Actions that Sponsor Administrator users, LOB representatives, and Sponsor Standard Users can take

The following table lists the actions that Sponsor Administrator users, LOB representatives, and Sponsor Standard Users can take to start partner tasks.

Table 2. Starting a partner task
User	Actions that the users can complete
Sponsor Administrator	Can start partner tasks even when a role is not assigned to the Sponsor Administrator or when a partner-only role is assigned to the tasks. Can assign partner tasks to themselves, LOB representatives, or Sponsor Standard Users that have the appropriate role from the Sponsor Administrator user's organization.
LOB representative	Can start partner tasks of the partners in the same division as that of the LOB representatives even when an appropriate role is not assigned to the LOB representative. Can start tasks for the partner users in the same division that are not assigned to the LOB representatives only if the tasks are assigned to the LOB representatives and the LOB representatives have the appropriate role. Can start the tasks that have a partner-only role assigned to them only if the partners of the partner tasks are assigned to the same division as that of the LOB representatives. Can assign partner tasks to themselves, Sponsor Administrators, and to Sponsor standard users that have the appropriate roles in their organizations.
Sponsor Standard User	Can start the tasks only if the tasks are assigned to the Sponsor Standard Users and the users have the appropriate role. Cannot start the tasks that have a partner-only role assigned to them.

Test mode

In a test mode, Sponsor Administrator users can start the partner tasks from the Sponsor View.

Self-update and Auto update activities

Sponsor users can also now start self-update and auto-rolled out activities.

Simultaneous task processing

Sponsor Users can assign tasks to themselves if they have the appropriate roles. Partner users can also assign the tasks back to themselves. However, if the same task is processed by a Sponsor User and a partner user simultaneously, an error is displayed for one of the users to indicate that the task is being processed by a different user.

Limitations

Sponsor Administrator users cannot assign tasks to partners because the partner organization users are not visible to the Sponsor Administrator users.

Even when Sponsor Users start the partner tasks, notification emails are sent to the partners.