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Managing Tasks Through Responsibilities

A user with an administrator login can control access to tasks by associating tasks with user responsibilities. To access a task, a user must be assigned the responsibility that allows access to the task. A user who is assigned more than one responsibility can access any task that is associated with one of his or her responsibilities.

The administrator can also define hyperlinks to the tasks associated with a responsibility; these task links then appear on the home page of the users who are assigned the responsibility.

The following topics describe how to associate responsibilities and tasks:

• Associating Responsibilities with a Task
• Creating Task Links for a Responsibility

For more information about tasks, see Siebel Business Process Framework: Task UI Guide.

Associating Responsibilities with a Task

The following procedure describes how to associate responsibilities with a task to control access to the task. You carry out the following procedure through the Registered Tasks Administration view.

To associate responsibilities with a task

1. Log in as an administrator.
2. Navigate to the Administration - Application screen, then the Tasks view.
3. In the Registered Tasks list, select the task that you want to associate with responsibilities.
4. In the Responsibilities list, click New.

   The Tasks dialog box appears.

5. Select a responsibility, then click OK.

   The responsibility appears in the Responsibilities list and is associated with the task you selected in Step 3.

6. If appropriate, select or clear the check boxes for Allow Delete and Allow Transfer.
   • Allow Delete

     Select the Allow Delete check box if you want an employee with the associated responsibility to be able to delete the task.

   • Allow Transfer

     Select the Allow Transfer check box if you want an employee with the associated responsibility to be able to transfer the task.

     For information about deleting or transferring tasks, see Siebel Business Process Framework: Task UI Guide.

7. Step off the record to save changes.

Creating Task Links for a Responsibility

After creating a responsibility, you can create links to the tasks commonly performed by employees who have that responsibility. These links are then displayed in the task list on the home page for these employees.

For each task link, you enter a caption, an image file, and a description. In addition, specify the view where the task is performed. When the user clicks on the hyperlink for this task on the home page, this view appears.

Personalization of this type is already specified for various seed responsibilities.

To create task links for a responsibility

1. Log in as an administrator.
2. Navigate to Administration - Application, and then the Responsibilities screen.
3. In the Responsibilities list, select the responsibility you want to associate with task links.
4. Click the Links tab.
5. In the Links list, do one of the following:
   • Click Add to display the Add Links list, from which you can select an existing task link to add to the list of task links associated with the responsibility.
   • Click New to add a new task link for this responsibility, and enter the following information:

     Field	Guideline
     Name	Enter the name of the task.
     Caption	Enter a caption for the task; this is displayed as a hyperlink in the task list.
     Description	Enter a description of the task; this is displayed under the caption in the task list.
     Destination View	Click the select button and choose the view that appears when the user clicks the hyperlink for this task.
     Sequence	Optionally, specify the order in which this task is displayed in the task list for this responsibility on the home page. If this field is left blank, tasks are displayed in the order that you list them.
     Image	Select the graphic image that is displayed as a hyperlink to the left of this task in the task list.
     Group	This field is used if search specifications are applied to filter the tasks that are displayed in the task applet, if multiple task applets are associated with the responsibility.