Operator ID data instances
Completing the New or Save As form

An operator ID data instance has a single key part:

Field

Description

Operator ID

Enter a unique identifier. By convention, use the format of an Internet email address. For example, if Patricia works at Thorr, enter [email protected]. Walter Scafi at Markus Bank in the United Kingdom can be identified by [email protected]. The Operator ID need not match a person's email address. You can use another permanent identifier used within your company. In addition to letters and digits, the identifier can include the following characters: period, single quote, tilde(~), underscore, exclamation point (!), ampersand (&), octothorpe (#) and no more than one @ character. B-13252 Q-116 B-1725 also KARAF 12/20/05 also B-14424 see attachments SR-3860 no / Don't use forward slash or backslash characters in the identifier. After a requestor logs in, this identifier is available on the pxRequestor page as the pxUserIdentifier property. As a best practice, use the organization name (the key to an Organization data instance) as a suffix in Operator IDs. An Operator ID may be up to 128 characters long. Special processing applies to any user identifier that starts with the word External. Use such identifiers only to define external operators, those who use directed Web access for one-time processing of assignments. You can't use system as an Operator ID name. This name is reserved, as it is used by agents. B-18709 Also, you can't use pyBulkProcessing as a workbasket name. This value is reserved for background bulk processing. PROJ-157

The Organizational Chart gadget on the Organization landing page enables you to quickly create an operator instance in a single step.

1. Select> Org & Security > Organization > Organizational Chart BYRNB 2/24/10 to display the chart.
2. Select any node within the organization.
3. Right-click to open the pop-up panel and click Add Operator.

A pop-up window appears. The organization, department, or unit values are automatically filled depending upon which node you choose. In this example, the division named Administration was selected.

4. Select missing organization information (Unit in this example). Enter an operator ID, password, and full name. Select the operator's access group. All values are required. (If your own RuleSet list contains the optional PegaPwdControl RuleSet, choose a password value that meets the criteria defined in this RuleSet.)
5. Click  OK   to create the operator ID instance.
6. Open the Operator ID instance to add or modify the information. Some values such as work group and calendar are copied from a model.

To list operators associated with a node (identified in the Organizational Unit field on the Work Settings tab of the Operator ID instance), select the node, right-click, and select View Operators.

The chart is also available on the Organization, Division, and Organization Unit rule forms. GRP 287 v5.5