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Scenarios of displaying activities based on assignment

This example includes scenarios of the activities displayed in a job list or work queue based on the activities and jobs assigned to a group or an individual of different hierarchies.

  1. Create five individual resources: User1, User2, User3, User4, and User5. See Create an individual resource.
  2. Create the following resource groups: SuperGrp, SubordGrp, SubordChildGrp, SubordMemGrp, and SubordChildMemGrp. See Create a group resource.
  3. Assign the resources as shown in the following table.

    Resource Relationship Resource
    User1 Member of SubordGrp
    User2 Member of SubordChildGrp
    User3 Member of SuperGrp
    User4 Member of SubordMemGrp
    User5 Member of SubordChildMemGrp
    SubordGrp Supervisor of SubordChildGrp
    SubordMemGrp Member of SubordGrp
    SubordChildMemGrp Member of SubordChildGrp
  4. Create a process map using an ordinary activity, Activity1, and save the map with the name, Map1. See Design a basic process.
  5. Perform the following test scenarios to understand different use cases based on assignments for the work queue and job list queries.

Scenario 1: Individual is supervisor and subordinate is a group

To assign an individual supervisor for a subordinate group, configure the Map1 as follows.

  1. Assign User3 as the supervisor of SubordGrp.
  2. In Map1, assign User3, SubordGrp, SubordMemGrp, SubordChildGrp, SubordChildMemGrp, User1, User2, User4, and User5 to Activity 1.
  3. In the TotalAgility Workspace, log in as User3.
  4. Create a job using process map, Map1.
  5. Navigate to To Do > Work Queue.

    The Work Queue page is displayed.

  6. Create either a new query or edit an existing one.
  7. See the table for the activities displayed based on the assignment.

    Assigned to Jobs visibility Result

    My Direct Subordinates

    Shows activities assigned only to the immediate (direct) subordinates of the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • SubordGrp (direct subordinate group)

    • SubordMemGrp (member of SubordGrp)

    • User1 (member of SubordGrp)

    • User4 (member of SubordMemGrp)

    Me and My Direct Subordinates

    Shows the activities for to the immediate (direct) subordinates and activities assigned to the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • User3

    • Direct subordinates of User3

    My Subordinates

    Shows activities assigned to both direct and indirect subordinates of the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • SubordGrp (direct subordinate group)

    • User1 (member of SubordGrp)

    • SubordMemGrp (member of SubordGrp)

    • User4 (member of SubordMemGrp)

    • SubordChildGrp (indirect subordinate group)

    • User2 (member of SubordChildGrp)

    • SubordChildMemGrp (member of SubordChildGrp)

    • User5 (member of SubordChildMemGrp)

    Me and My Subordinates

    Shows activities assigned to both direct and indirect subordinates of the logged-in user and activities assigned to the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • User3

    • Subordinates of User3

Scenario 2: Group is supervisor and subordinate is an individual

To assign a group as the supervisor of an individual subordinate, configure the Map1 as follows.

  1. Assign SuperGrp as the supervisor of User1.

    User2 is subordinate of User1.

  2. Remove User3 as Supervisor of SubordGrp.
  3. In Map1, assign User3, SuperGrp, User1, and User2 to Activity 1.
  4. Create a job using process map, Map1.
  5. In the TotalAgility Workspace, log in as User3.
  6. Create a job using process map, Map1.
  7. Navigate to To Do > Work Queue.

    The Work Queue page is displayed.

  8. Create either a new query or edit an existing query.
  9. See the table for the activities displayed based on the assignment.

    Assigned to Jobs visibility Result

    My Direct Subordinates

    Shows activities assigned only to the immediate (direct) subordinates of the logged-in user.

    		User3 (logged-in user) can see the activities assigned to User1 (direct subordinate of SuperGrp).

    Me and My Direct Subordinates

    Shows the activities for to the immediate (direct) subordinates and activities assigned to the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • User3

    • Direct subordinates of User3

    My Subordinates

    Shows activities assigned to both direct and indirect subordinates of the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • User1 (direct subordinate of SuperGrp)

    • User2 (indirect subordinate of SuperGrp)

    Me and My Subordinates

    Shows activities assigned to both direct and indirect subordinates of the logged-in user and activities assigned to the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • User3

    • Subordinates of User3

Scenario 3: Group is supervisor and subordinate is a group

To assign a group as the supervisor for a subordinate group, configure the Map1 as follows.

  1. Assign SuperGrp as the supervisor of SubordGrp.
  2. Remove User3 as supervisor of User1.
  3. Remove User1 as supervisor of User2.
  4. In Map1, assign User3, SuperGrp, SubordGrp, SubordChildGrp, SubordMemGrp, SubordChildMemGrp, User1, User2, User4, and User5 to Activity1.
  5. In the TotalAgility Workspace, log in as User3.
  6. Create a job using process map, Map1.
  7. Navigate to To Do > Work Queue.

    The Work Queue page is displayed.

  8. Create either a new query or edit an existing query.
  9. See the table for the activities displayed based on the assignment.

    Assigned to Jobs visibility Result

    My Direct Subordinates

    Shows activities assigned only to the immediate (direct) subordinates of the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • SubordGrp (direct subordinate group)

    • User1 (a member of SubordGrp)

    • SubordMemGrp (member of SubordGrp)

    • User4 (member of SubordMemGrp)

    Me and My Direct Subordinates

    Shows the activities for to the immediate (direct) subordinates and activities assigned to the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • User3

    • Direct subordinates of User3

    My Subordinates

    Shows activities assigned to both direct and indirect subordinates of the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • SubordGrp (direct subordinate group)

    • User1 (member of SubordGrp)

    • SubordMemGrp (member of SubordGrp)

    • User4 (member of SubordMemGrp)

    • SubordChildGrp (indirect subordinate group)

    • User2 (member of SubordChildGrp)

    • SubordChildMemGrp (member of SubordChildGrp)

    • User5 (member of SubordChildMemGrp)

    Me and My Subordinates

    Shows activities assigned to both direct and indirect subordinates of the logged-in user and activities assigned to the logged-in user.

    User3 (logged-in user) can see the activities assigned to:

    • User3

    • Subordinates of User3

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