Security Guide for Siebel Business Applications > Configuring Access Control >

Managing Tasks Through Responsibilities

After creating a responsibility, you can enter the tasks commonly performed by employees who have that responsibility. These tasks will appear in the task list on the home page for these employees.

For each task, enter a caption and select an image file. Each task will be displayed as a hyperlink in the task list. Enter a description, which will also be displayed in the task list.

In addition, for each task, specify the view where the task is performed. When the user clicks on the hyperlink for this task on the home page, this view will appear.

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

To associate tasks with a responsibility

1. Log in as an administrator.
2. From the application-level menu, choose Navigate > Site Map > Administration - Application > Responsibilities.
3. In the Responsibilities list, select the responsibility you want to associate tasks with.
4. Click the Tasks view tab.
5. In the Tasks list, add a new record for each task associated with this responsibility, and enter information about each task in the new records.

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