Adding a Schedule Role - EnterWorks_Process_Exchange_(EPX) - 10.6

EnterWorks EPX Process Modeling

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > EnterWorks Process Exchange (EPX)
Version
10.6
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks EPX Process Modeling
Topic type
Configuration
Administration
First publish date
2007
ft:lastEdition
2023-07-28
ft:lastPublication
2023-09-20T04:05:11.973084

To add a Schedule role:

  1. Right-click the Roles folder in the Navigator pane, and click New... in the shortcut menu.

  2. On the General tab, type the name of the new role in the Name box and type a description (optional) in the Description box.

Note: The role name must be unique from all other role names.

  1. Click the Members tab.

Right-click in the members table, and click Add in the shortcut menu. Click the names of the needed members in the Members dialog, and then click OK to return to the Members tab.

  1. Click the Rule tab.

  2. Click Schedule in the Rule list. The schedule table is empty, because no members have yet been scheduled to receive work items.

  3. Right-click in the schedule table, and click Add in the shortcut menu to open the Schedule Rule dialog.

  1. In the Schedule Rule dialog, click the name of a member in the Actor list. Select start and end dates for the Schedule rule by entering the dates in the Start Date and End Date boxes, either by typing, by clicking the up and down arrow buttons, or by clicking the browse buttons next to the date boxes and choosing a start and end date.

Finally, enter the start and end times for the Schedule rule in the Start Time and End Time boxes, either by typing or by clicking the up and down arrow buttons. Click AM to change the time to PM if necessary, and vice versa.

Click OK to close the Schedule Rule dialog.

  1. Add other actors and set the Schedule rule information, as needed.

  2. Click the Security tab to configure permissions for this role. For more information, see Security Tab.

  3. Click OK to save the role and close the Role editor.

Note: If no participants are scheduled to receive a work item assigned to a Schedule role, then the work item remains at the activity until a member’s scheduled time period begins, or until the work item expires at the activity.