Configuring Daily Workflow Management Tab

Configuring the Workflow Tab in the Record Portlet

Users have the option to assign and manage tasks in the Workflow tab of the Record portlet. You can configure the access to the Workflow tab in the Record portlet.

Set the following FIDs:

• 8132-Workflow

• 8140-Limit Assignments by Dept

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  Note: When you set FID 8132 to Full Access, the user has supervisor privileges. For most use cases, set FID 8132 to Read Only and set FID 8140 to Full Access.

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Configuring the Workflow Tasks Tab in the My Tasks Page

Users can assign or reassign multiple inspections or workflow tasks from the My Tasks portlet. You can configure the My Tasks user portlet to display all workflow tasks.

Set the following FIDs:

• 8133-Workflow Task Assignments

• 8143-Inspection Scheduling

Enabling Supervisory Rights to Workflow Management

Some users may require supervisory rights to manage workflows.

Set the following FID:

• 8090-Workflow Supervisor

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  Note: If you enable FID 8090 Workflow Supervisor, and you need to limit Workflow supervisor access, you must list each functional area you want to restrict in both the APPLICATION_TYPE_SECURITY_FID and the WORKFLOW_FIDS Standard Choice.

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Configuring the Task Management

Set the following FIDs for users to track workflow tasks:

• 8186-Workflow Task Activation

• 8470-Time Accounting on Workflow

• 8207-Workflow Ad Hoc Tasks - 5.2

• 8427-Claim or Release Task Assignment

• 8317-Workflow Calendar

• 0245-Long Term Time Tracking

Deleting Workflow

Set the following FIDs to enable users to delete a workflow process or a task history record associated with a record:

• 8409-Workflow Delete and Assign

• 8419-Delete Workflow History