Making Sure that Specific Tasks are Performed by Different Users

Separation of Duties allows you to specify that different users perform specific tasks in a process.

Procedure

  1. In Project Explorer, expand the SODStart project.
  2. Open the WelcomeUsersSOD process.
  3. In the Process Editor view, where the WelcomeUsersSOD process is displayed, open the Tasks drawer on the Palette. Click on the User Task icon, and drag and drop it onto the sequence flow between Display Message and End Event. Name this user task Send out Welcome Pack.
  4. In the Process Editor, select the Send out Welcome Pack user task.
  5. Add a participant to the Send out Welcome Pack task by opening Participants under the Process Package in Project Explorer, and selecting Process Tester. You can drag and drop this participant onto the task in Process Editor.
  6. In the Properties view of the task, select the Work Resource tab.
  7. Under Separation Of Duties, click the Create new task group button.
  8. From the Select Tasks dialog, check that Display Message and Send out Welcome Pack user tasks are both under the Matching items column. Select Display Message and click Add, which will add it to Send out Welcome Pack in the Selection column. Press OK to accept this.

  9. Press CTRL + S to save the changes you have made.

    You have now specified that the user tasks Display Message and Send out Welcome Pack will appear in different users’ work lists, but not both in one user's work list. The following will now appear in the Resources tab for both Display Message and Send out Welcome Pack