Overview

Workgroup Role Types provide a mechanism to allow for an agency to automatically assign workgroup users to workflow tasks based upon a defined user ‘role’. The user is assigned to the specific wokrgroup role within their workgroup such as “Engineer”, and when the workflow is created, tasks designated with a workgroup role are automatically assigned to the user who is specified as the “Engineer” within the workgroup.

Searching Workgroup Role Types

To manage Role Types, navigate to Admin → Lookups → Workgroup Role Types. The Role Type list page displays all available Role Types.

Adding or Editing a Workgroup Role Type

To create a new role, click the Add New Workgroup Role Type button. To view or edit an existing role, click Open. This opens the Edit Workgroup Role Type page:

Open

The following fields are displayed on the Screen:

Click the Add button to add the new Role Type.

Saving Changes

To save changes, click the Save button. To cancel saving or return to the list after saving, click the Cancel button.

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Related Content

• Workgroup Administration

• Workflow Templates