Adding a Position as a Participant to the Process

Participants represent the users who perform the work defined in user tasks.

Note that:

  • Participants must be defined as external references to the organization model used by the process.
  • Every user task in a process must have a valid participant.

You must first define the participant. Then you assign the participant to each user task that you want that participant to receive work items from.

Procedure

  1. In the Process Editor for the MotorClaims process, display the Properties view for the business process. Click on the Participants tab.

    Click the plus sign at the right of the Participants tab. A participant displays.

  2. Change the Label to Claims checker.
  3. Change the Type to External Reference. This allows you to select a participant from an organization model defined outside the process.

    Select the External Reference field. Because you specified External Reference in the Type field, a browse button becomes available. Click it.

  4. The Select Type dialog is displayed.
  5. Select Customer service rep , then click OK.
    Note: Type the first letters of ’Customer ...’ in the box entitled Select type(s) (? = any character, * = any string): to show all external references starting with those letters.
  6. Define another participant called Claims manager and link them to the External Reference Manager.

    Click or press Ctrl+S to save the changes you have made.

  7. Right-click on the Specify Claim Type task and select Participant... from the pop-up menu.
  8. The Select Participants dialog displays.

    Claims checker is already highlighted, so click on Add and then OK.

  9. Hover your mouse pointer over the Specify claim type task, and note that the information displayed now includes the identity of the participant associated with this task.
  10. Add the same participant to the Record no-fault claim details user task.
  11. Add the Claims manager participant to the Record fault claim details user task.

    Click or press Ctrl+S to save the changes you have made.