Add a Task to a Role

The Role (Task) page allows a Designer to add existing tasks to a role.

Each task is performed on a web page designed to collect and validate information required to support the scenarios and business processes to which that role is assigned. The web page is developed at a client’s site and is stored in the Content WebApp.

The pages available for a task are those pages in the Content WebApp set at the Category level in the Default Web App ID field on the Category page.

Before performing this step, add a role and add a task.

This step is required to complete setup for a role. A role must have at least one task assigned.

Refer to Manage Tasks for general information about tasks.

NOTE: One or more different tasks can be added to a role. A particular task can only be added to a role once.

To add a task to a role:

  1. Click dspConduct > Design in the Navigation pane.

  2. Click the Roles icon for a category.

  3. Click the Tasks icon for a role.

  4. Click Add.

    View the field descriptions for the Role (Task) page

  5. Enter a value in the PRIORITY field.

    NOTE: This value determines the order the task displays on the Role (Task) page.

  6. Select the task name from the TASK ID list box.  

    NOTE: These options are the web pages available from the platform and from the Content WebApp that have been added to the category.

    NOTE: These tasks were added on the Task page. To add a task, click the + icon in the list box. Refer to Add a Task for more information.

    NOTE: Once the task is added to the role, the TYPE field is populated by the Task Type set for the task on the Task page.

  7. Click the READ ONLY check box to enable it if needed.

    NOTE: A task can be set to read only for a role.  Users can view the task’s data but cannot make changes to the data.

  8. Click Save.