Creating a team

A team is a group of users that perform similar tasks, and consists of a set of members and a team of managers. Teams are used to manage the tasks that users can perform in Process Portal. Because any team can be added as the manager of another team, you can flexibly define your organization's management structure.
To add the members to a team, you can directly add users or groups from the user registry, or you can use a team retrieval service to define a team dynamically at run time. You can use teams in a number of ways in IBM® Process Designer:
  • Assign a team to an activity or a lane in a business process. The users in that team can work with the tasks that are created for the activities in Process Portal.
  • Specify a team of instance owners for a case type, so that users in that team can work with case instances of that type in Process Portal.
  • Provide a team with the authority to view performance data and the performance dashboard in Process Portal.
  • Set simulation properties for a team to define the performance expectations for the team, and run simulation on the business process activity.

Procedure

To create a team and add members, complete the following steps:

  1. In the library, click the plus sign to next to the Teams category.
  2. In the New Team window, enter a name for the team and click Finish.
  3. Select the team members in one of the following ways:
    • Select users or groups that are defined in the user registry.
    • Use a service to dynamically retrieve a team at run time. You can select an existing service, which can be either a service flow or a heritage integration service, or you can create a new service flow. See Setting up a team retrieval service.
      Note: To create an integration service to dynamically retrieve a team at run time, you must start the Process Designer desktop editor.
    Tip: To prevent problems that occur when there is a large number of users in the system, IBM BPM ignores the tw_allusers user group for task reassignment. For task reassignments, add individual users or other groups instead of using tw_allusers.
  4. Select the team of managers that can manage the team's tasks in the Team Performance dashboard.
  5. If you want to simulate a process, set the simulation properties for the teams that are assigned to the swimlanes in the process model. These settings represent the performance expectations for the team. For more information, see Setting simulation properties for teams (deprecated)
    1. Open the Process Designer desktop editor.
    2. Open the team, and enter the simulation properties.
  6. Click Save or Finish Editing.

Results

Your team is added to the list of teams, which is shown when you click Teams.
Parent topic: Building process applications
Related information:
Setting up a team retrieval service