Operator ID form
|
R-8475 Use this tab to identify a user's skills and the list of workbaskets to be searched for assignments when users click the Get Most Urgent button on the Process Work navigation panel of a portal based on the WorkManager or WorkUser portals.
Three data instance names together identify the organization, division, and unit that this operator belongs to.
Field |
Description |
Change Organization Unit |
Click to select an organization, division and unit from the pop-up window. |
Work Group |
B-2433 MADDS 10/22/03 Select the name of a work group (a Data-Admin-WorkGroup instance). Work groups are the basis of many standard management reports. The system does not constrain work group membership based on organization structure. Members of a work group may belong to different organization units, divisions, or even different organizations. |
Reports To |
Not used. |
Reporting Structure |
Not used. KARAF MARIK 12/4/08 |
Routing activities and security tests can access skill information recorded here to determine which assignments this operator can perform. Order in this array is not significant.
Field |
Description |
Skills |
Optional. Identify a skill name — the name of a skill rule (Rule-Admin-Skill rule type) associated with this user. |
Ratings |
Optional. Select a user proficiency rating for this skill between 1 and 10, where 10 indicates highest proficiency. (Some skill rules may allow only a narrower range of ratings, such as 1 to 3.) |
Field |
Description |
Workbaskets |
Optional. Enter a list of workbaskets that may contain assignments for this user. When this user clicks the Get Most Urgent button to obtain an assignment, the system searches the workbaskets listed here in order (unless the Merge workbaskets? box is selected.) The Get from workbaskets first? checkbox controls whether the system searches the workbaskets or the worklist first, and other aspects of the search algorithm. ZELEK 3/3/03 This array is visible only if the Use all workbasket assignments in user's workgroup? checkbox is not selected. Your changes to this array may take effect only after the LookupList cache is rebuilt and the later operator logs in. BUG 6/23/04?? This list does not restrict the ability of users to open and complete assignments placed in other workbaskets. Normally, users can fetch assignments directly from any workbasket defined for their own organizational unit, bypassing the Get Most Urgent facility. For general information on this facility, see Maximizing user productivity with GetNextWork. |
Urgency Threshold |
Optional. For each workbasket, enter a minimum value for the assignment urgency value. During Get Most Urgent processing, assignments in this workbasket with an urgency less than this value are ignored. This array is visible only if the Use all workbasket assignments in user's workgroup? checkbox is not selected. |
Get From Workbaskets First |
Select to cause the Get Most Urgent button that appears on the Process Work navigation panel for this user to retrieve assignments first from workbaskets listed below.
Workbaskets can be set up so that only users who possess one of a list of access roles can remove assignments from them. Processing for the Get Most Urgent facility skips over any workbasket that this user cannot fetch assignments from. This processing ignores Error: assignments (problem assignments); they are never selected as "most urgent". Your application can alter or override the standard activities that support this button, providing a sophisticated means of prioritizing which assignments users work on. See Maximizing user productivity with GetNextWork. |
Merge Workbaskets |
Select to cause the Get Most Urgent button that appears on the Process Work navigation panel for this user to consolidate assignments from all the workbaskets in the Workbaskets array below, then sorted by assignment urgency, returning the most urgent in any workbasket. 5.4 Proj-424 If not selected, processing searches the workbaskets in the Workbaskets array in the order listed on this tab, and the most urgent assignment from the first non-empty workbasket is returned. When enabled, selection and sorting occurs directly through efficient SQL operations on tables in the PegaRULES database. This is typically faster than activity-based searching and sorting. |
Use all workbasket assignments in user's workgroup? |
Select to have Get Next Work processing assemble and sort assignments in any workbasket for which the Work Group field (on the Workbasket tab of the Workbasket form) is the same as the Work Group field of this operator (as set on the Operator tab). 5.4 Proj-424 This field is visible only when the Merge workbaskets? checkbox is selected. When enabled, selection and sorting occurs directly through efficient SQL operations on tables in the PegaRULES database. This is typically faster than activity-based searching and sorting. |
This area records future scheduled absences. Standard routing
activities can examine this information before routing an assignment
to a workbasket, based on a boolean parameter
CheckAvailability
. If the parameter is true and this
operator is not available when the routing activity runs, the
assignment is routed to a substitute. BUG-3848 Rejected
Field |
Description |
Unavailable From
|
Optional. Identify one or more future date and time intervals during which this operator is not available. In testing the current date time against the date ranges here, the system uses the calendar (and the time zone of the calendar) associated with this operator. MARIK 3/28/05B-16807 Click the + icon to add a row. Click the calendar icon () to select a date from the pop-up calendar. Most operators cannot update this information directly. A work group manager can update this information, for operators in the group, from the Process Work workspace. (R-9518 The standard privilege named Data-Admin-Operator-ID.UpdateWorkgroupAvailability conveys this capability.) The system purges past time intervals from this list each time the operator logs in. R-8647 |
Until | Identify the end date of the future interval. |
Complete these fields to control how Process Commander routes assignments for this operator when this operator is marked absent or unavailable. Routing rules can redirect the assignments to a substitute operator or to a workbasket during those periods. | |
Substitute Operator Type |
C-1594 Select:
|
Lookup in Decision Tree |
Optional. Identify the name (second key part) of a decision tree rule that the system can use to identify a substitute who can receive assignments sent to this operator. Select a decision tree rule that returns an Operator ID or one that returns a workbasket name, matching your selection in the Assignee Type field. To find this decision tree rule, the system uses Data-Admin-Operator-ID as the initial value of the Applies To class. B-743 C-544 R-8473 |
Default to assignee |
Optional. Identify the Operator ID or workbasket name of a substitute for new assignments routed to the user identified by this Operator ID instance when that user is unavailable. BUG-618 The system uses the substitute operator or workbasket if the First, use this Decision Tree field is blank, or the decision tree does not result in a valid Operator ID or workbasket value. |