Workflow Role Categories tie job milestones to a user role i.e. who does what, at a high level. We can then assign a role to a user within a particular work group/team.
This screen is found in Workflow > Workflow Administration > Input Workflow Role Categories.
|
Field Name |
Description |
Validation |
Default |
|
|
User Role |
Select a role from the drop-down list. A default set of user roles are loaded as part of the Expedient system. If you require further user roles please raise and Expedient Support Ticket. |
|
|
|
|
Category |
Select from the drop-down list one or more Milestone Categories. This drop down list is the same as that used in the “Import Job Milestones” screen when assigning a category to a milestone. |
|
|
|
|
Line Details |
This section will show the details of all active milestones that fall into the categories defined for the roles. |
|
|
|
|
Some Helpful Hints |
The manager role should include all milestone categories. |
|
|
|
Select Find from the Toolbar options.
Select a role from the drop-down list.
Select Update from the Toolbar options.
Select from the drop-down list one or more Milestone Categories. This drop down list is the same as that used in the Import Job Milestones screen when assigning a category to a milestone.