Reviewing Role Users

If you use route controls, at runtime the system determines where to route work items. This feature provides flexibility, but it also creates the possibility that no users meet the criteria for the role. In a purchase requisition role query, for example, you might want a role query that returns the buyer that is assigned to work with the vendor of the ordered item; if someone orders an item from a new vendor, the query might return no one.

The Review Role Users (RTE_CNTL_SRCH_1) component enables you to search for role users based on specified criteria. Use this page to determine which users receive particular work items. This is useful when using route controls. By entering different values for the route control parameters, you can verify that the correct users are receiving the correct work items and that you’ve assigned a user for every possible case.

To search for users meeting specified criteria:

1. Sign on to PeopleSoft Pure Internet Architecture and select PeopleTools, Workflow, Routings and Roles, Review Routing by Role Users.

   The Criteria page appears. All of the fields are optional. For a complete list of role users, leave them all blank. To list all of the users in a role, select a role but leave the Route Control Type boxes blank.

2. Specify a user list role in the Role Name field.

3. Specify which route control values to use.

   1. In each of the Route Control Type fields, select a route control type that you defined.

   2. In the corresponding Value field, select a value from the prompt table that is associated with the route control type.

4. Click the Search button.

   The system searches for role users who meet the specified criteria. It displays the number of users below the button.

5. Access the User List page to review information about the users who meet the criteria.

   In the Users list, click the down button to expand or collapse the list of users. If there are multiple users, either review them one at a time using the controls in the Users bar or list all of them together by clicking View All.

   For any user in the list, click the Detail button to populate User Details. The Details button is visible only when the list of users is expanded.

   The following table defines the terms on the User List page:

   Field or Control	Description
   Descr (description), User, and Email ID	Displays the user’s name, ID, and email address.
   Routing Preferences	Displays the places where the system can deliver work items to this user. Only selected options are available; users cannot receive work items using options that are not selected.