Operator ID form
Completing the Work Settings tab

Field

Description

Click to select an organization, division and unit from the pop-up window.

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.

Optional. Select the Operator ID of another user to whom this operator reports.

The specified value is used by the display shown when you click Reporting Structure. The field has no additional uses.

Click to display the reporting structure for this operator, based on the values specified in the Reports To field for this operator and for other operators. A new window opens displaying the reporting structure. The system assembles and displays a hierarchy (tree) view.

In the displayed hierarchy, the names of operators who are not available are marked with a distinctive light blue background.

Field

Description

Optional. Identify a skill name — the name of a skill rule (Rule-Admin-Skill rule type) associated with this user.

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

Optional. Enter a list of workbaskets that may contain assignments for this user. When this user clicks the Get Next Work menu item 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.

This array is visible only if the Use all workbasket assignments in user's work group? 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.

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 Next Work facility.

For general information on this facility, see Maximizing user productivity with GetNextWork.

Optional. For each workbasket, enter a minimum value for the assignment urgency value. During  Get Next Work  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 work group? checkbox is not selected.

Select to cause the Get Next Work menu item retrieve assignments first from workbaskets listed below.

• When selected, system retrieves an assignment from the user's worklist only when all of the workbaskets listed in the Workbaskets array are empty.
• If not selected, the  Get Most Urgent   button when clicked retrieves the top assignment on the user worklist, and accesses workbaskets only if this user's worklist is empty.

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.

Select to cause the Get Next Work menu item to consolidate assignments from all the workbaskets in the Workbaskets array below, then sorted by assignment urgency, returning the most urgent in any workbasket.

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.

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).

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.

Field

Description

Optional. Identify one or more future date 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.

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. ( 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.

Select:

• Operator — To cause the system to attempt to route new assignments to another operator when this operator is not available to accept new assignments.
• Workbasket — To place new assignments for this operator into a workbasket when this operator is not available to accept new assignments.

Optional. Identify the name (second key part) of a decision tree that the system can use to identify a substitute who can receive assignments sent to this operator. Select a decision tree 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, the system uses Data-Admin-Operator-ID as the initial value of the Applies To class.

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.

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.