Leading on from the previous post -
Now I want to deploy the process to my test environment -
Click Test -
Now, just to recap on the app roles -
CSR - renate
MGR - phillip
Remember, the CSR can submit an order, thus kicking off the process.
I login to workspace as user renate. She has the role - ProcessServiceUser.
She sees the "Initiator" task - NC -> Create a new book order.
She can also work on tasks and track instances.
I click on the initiator link and enter the order details.
I then click Submit.
I now logout and log back in to workspace as user phillip.
phillip has the role ProcessServiceAdministrator.
Note: he cannot start any applications.
I click on Work On Tasks.
I can approve immediately or look at the details first.
I add a comment -
I attach a doc to the order -
Here are the set of actions I can take on the order -
I approve the order -
Now phillip sees the Fulfill task in his worklist -
I just click Submit to complete the process -
Processes can be tracked based on status etc.
The above screenshot - shows completed instances.
I can look at the instance details -
History - Tree View -
Now I want to deploy the process to my test environment -
Click Test -
Now, just to recap on the app roles -
CSR - renate
MGR - phillip
Remember, the CSR can submit an order, thus kicking off the process.
I login to workspace as user renate. She has the role - ProcessServiceUser.
She sees the "Initiator" task - NC -> Create a new book order.
She can also work on tasks and track instances.
I click on the initiator link and enter the order details.
I then click Submit.
I now logout and log back in to workspace as user phillip.
phillip has the role ProcessServiceAdministrator.
Note: he cannot start any applications.
I click on Work On Tasks.
I can approve immediately or look at the details first.
I add a comment -
I attach a doc to the order -
Here are the set of actions I can take on the order -
I approve the order -
Now phillip sees the Fulfill task in his worklist -
I just click Submit to complete the process -
Process Tracking
Processes can be tracked based on status etc.
The above screenshot - shows completed instances.
I can look at the instance details -
History - Tree View -
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