Assigning roles to your human task

IBM BPM, V8.0.1, All platforms > Authoring services in Integration Designer > Developing business processes > Building human tasks
Assigning roles to your human task

A role is a set of employees who share the same level of authority. When it comes to working on tasks, the role that the person belongs to defines their authorization.

To add a role to your human task, proceed as follows:

Procedure

Launch your human task in the editor. The display that you see will depend on what kind of human task you are working with.
For example, there will already be a few roles selected, and the display for the people assignment settings will differ as such:

Kind of task People assignment display
To-do
Receiver
In this case, you will be configuring the roles for the people who will be able to claim and work on this task.
Invocation
Originator
In this case, you will be configuring the roles for the people who will be able to initiate the task.
Collaboration
Both receiver and originator
Since a collaboration task is assigned to one person from another, it has both receiver and originator settings. See above for descriptions of each.

To add another role to this task, click the
icon and select one from the drop down list. The drop down list will only show those roles that are still available to be chosen. Here is a list and a description of each of the roles that you will be able to work with:

Available roles and their descriptions
Role (icon) Description
Administrators Administrators have the authority to perform higher level duties like suspend, terminate, restart, force-retry, and force-complete.
Potential creators Potential creators can create an instance of the human task, but cannot start it.
Potential starters Potential starters have the authority to initiate an existing instance. The starter role is subtly different from that of creator, and although a creator can create a new instance, only a starter can start it. In many usage scenarios, the same employee fulfils both roles. This role is only associated with an invocation task.
Potential owners Potential owners can claim, work on and complete tasks. Ownership can be Single or Parallel. See the related topic on Ownership Patterns for more information.
Editors Editors can work with the content of a task, but cannot claim or complete it.
For example, an editor can receive the work item to review a document and add comments, but an editor is not able to finish the task.
Readers Readers are allowed to view tasks, but cannot work on them. This role can be used in situations where an employee wants to monitor as task without taking any action in it.

To remove an existing role, select it in the table, and click
.
In the Assign People tab of the properties area, use the people assignment criteria settings to specify which people should belong to the role in question.

Building human tasks

Related concepts:
Ownership patterns

Kind of task	People assignment display
To-do	Receiver In this case, you will be configuring the roles for the people who will be able to claim and work on this task.
Invocation	Originator In this case, you will be configuring the roles for the people who will be able to initiate the task.
Collaboration	Both receiver and originator Since a collaboration task is assigned to one person from another, it has both receiver and originator settings. See above for descriptions of each.

Role (icon)	Description
Administrators	Administrators have the authority to perform higher level duties like suspend, terminate, restart, force-retry, and force-complete.
Potential creators	Potential creators can create an instance of the human task, but cannot start it.
Potential starters	Potential starters have the authority to initiate an existing instance. The starter role is subtly different from that of creator, and although a creator can create a new instance, only a starter can start it. In many usage scenarios, the same employee fulfils both roles. This role is only associated with an invocation task.
Potential owners	Potential owners can claim, work on and complete tasks. Ownership can be Single or Parallel. See the related topic on Ownership Patterns for more information.
Editors	Editors can work with the content of a task, but cannot claim or complete it. For example, an editor can receive the work item to review a document and add comments, but an editor is not able to finish the task.
Readers	Readers are allowed to view tasks, but cannot work on them. This role can be used in situations where an employee wants to monitor as task without taking any action in it.