10-30
XMS Configuration Guide
Work Order Workflow Configuration
Workflow option: Users
Only people with a registered user profile can participate in the work order workflow. User
profiles consist of a user name and password. Each user is assigned a role (or many roles),
which determines what functions the user is allowed to perform in the workflow process.
For example, figure
10-27
demonstrates the need for user profiles to be created to allow
John, Jim, and Jill to participate in the work order workflow.
•
John is a graphic artist whose user profile will be associated with the Graphic Artist role.
The permissions associated with this role only grant John access to the workflow tasks
and components that are relevant to his job functions.
•
Jim is a team leader who needs the permissions associated with both the Graphic Artist
and Supervisor roles. Therefore, both roles will be added to Jim’s user profile.
•
Jill is the Art Director and she only needs the permissions associated with the
Supervisor role.
Figure 10-27. Assign roles to users so that they can perform their job functions within the workflow
The following sections provide instructions for creating new user profiles, removing existing
users, and editing an existing user’s properties and roles:
•
“Add a new user to the workflow” on page 10-31
•
“Edit a user’s workflow properties and/or roles” on page 10-33
•
“Deleting a user from the workflow” on page 10-34
Role: Graphic Artist
Role: Art Supervisor
P1 - Create work order
P2 - Ingest graphics
P1 - Assign staff
P2 - Delete work order
P3 - Approve work order
P4 - Finalize work order
User
: John (Graphic Artist)
User
: Jim (Team Leader)
User
: Jill (Art Director)