Approval rewards process problem?
The process has been running for awhile but we notice that when our task is created, it
is assigned to the manager role. This group can then claim the task and work on it
hopefully completing it in a timely fashion. One problem that has come up is that when
a task is claimed and the manager then becomes sick (or does not come to work for some
other reason), the task then sits unattended for as long as that manager is out of
her office.
The fix for rewards process problem?
To fix this issue, we can setup our Approve Reward task to auto-reassign a claimed task
if not completed within a time we specify. The reassignment would be to put it back into
the Manager group for another manager to claim and complete.
Auto Task Assignment - Open rewards process
From the Asset View, open the
rewards-approval process:
Auto Task Assignment - Open approve reward properties
Select (click)
Approve Reward user task and slide out Properties panel:
Auto Task Assignment - Access reassignment fields
In
Properties panel expand section Implementation/Exectuion
and click Reassignments field to open editor:
Auto Task Assignment - Add reassignment entry
Click on
Add button for a new entry and fill in all fields as shown:- Users:
erics - Groups: add a new group called
manager - Type:
Not Completed - Period:
2 minutes - Finish by clicking on
OK
Saving your work
- Be sure to regularly
SAVEyour work, located left top of designer - You can (and should!) comment your work, so click on that link
- Add a comment and click on
Savebutton - After saving, should see a green bar showing save succeeded
Auto Task Assignment - Test auto task reassignment
Now it is time to test reassignment of a claimed task back into the group after 2 minutes:
- Return to Asset View and deploy the rewards project
- If project built before, you get second pop-up asking if you want to
OVERRIDE - Click on
OVERRIDEto rebuild same artifact - Watch for the green popup bar stating that the build was successful
Auto Task Assignment - Navigate to process definitions
Let's take a look at the process definition deployment by selecting via top
Menu -> Manage -> Process Definitions:
Auto Task Assignment - Open process definition
This opens the Manage view pane where you'll see our Rewards definition. Later you can
use the drop-down menu at the top to jump between different views. We're going to open
the Rewards definition by clicking on it:
Auto Task Assignment - Start a process instance
This view offers choice of definition details or image of the process. Clicking on the
button:
New Process Instance starts a new process instance:
Auto Task Assignment - Fill in start process form
You're presented with your previously created start process form in a pop-up. Add
some valid input data and click on
SUBMIT:
Auto Task Assignment - Examining process instance details
A new screen displays the process id and other instance details. Now note the
Current Activities and select the Diagram tab for a
visual status view of process (note your process id probably is different):
Auto Task Assignment - Examining process instance details
Note the process instance is waiting at the user task, let's open our task inbox to view it:
Auto Task Assignment - Open user task inbox
Open task inbox from
Menu -> Track -> Task inbox:
Auto Task Assignment - Claim your user task
Click on Approve Reward task to open. Note that it's waiting for first status of a
user task, so click on
CLAIM to take ownership:
Auto Task Assignment - Wait for task reassignment
The task now belongs to user ERICS who is part of the MANAGER group, which means that
the task is no longer listed in the group. Now we wait 2 minutes and then click on
refresh button (top right). The task you owned is not in your list,
but back into the Group for someone else to claim:
Lab completed - What's next?
(coming soon... next up, more task updates needed so we add automated email notifications for tasks taking too long...)
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