Specifying Retain Familiar

Procedure

  1. With the process open in the Process Editor, select the user tasks that you want performed by the same resource (use the Ctrl or Shift keys to select multiple tasks).
  2. With the cursor on one of the selected user tasks, right-click and select Resource Patterns > Create Retain Familiar Group.
  3. Use the Work Resource tab in the Properties view to see retain familiar groups:

    If you are viewing the Work Resource tab from the process level, it shows all retain familiar groups that are defined in the process.

    If you are viewing the Work Resource tab from the user task level, it shows all retain familiar groups in which the selected user task is a member.

    Note: If you are viewing the Work Resource tab for an individual user task, rather than for the process, you can click the See all task groups(s) in the process link to display the Work Resource tab for the process, which shows all retain familiar groups for the process.