Offering and Allocating Work

The participants assigned to a user task define the pool of users who are eligible to receive work items generated by that user task. You must also define whether a work item generated from a user task will be allocated to or offered to the pool of eligible users:

  • Allocated work is only sent to a single user, selected from the pool.
  • Offered work is sent to every user in the pool.

The following diagrams show the difference between these methods.

Allocating a work item to a single user from the pool


Offering a work item to every user in the pool


Procedure

  1. Select the user task.
  2. Select the Work Resource tab of the Properties view.

  3. In the Distribution Strategy area, click:
    • Offer To All, to offer a work item generated by this user task to all users in the pool of designated participants. This is the default option.
    • Offer To One, to offer a work item generated by this user task to a single user in the pool of designated participants. This option is not currently supported. Do not use it. A validation error is displayed if this option is selected.
    • Allocate To One, to allocate a work item generated by this user task to a single user in the pool of designated participants.
    • Allocate To Offer-Set Member, to specify both an offer set for a work item, and a specific user to whom that work item should be allocated. When the work item is scheduled, if that user is not a valid member of the offer set, the work item is instead offered to the remaining members of the offer set, as if the Offer to all distribution strategy had been used instead. For more information, see Allocating a Work Item to a Member of an Offer Set.