User List Roles

This PeopleSoft application delivers a set of default user-list roles corresponding to the levels within an organization, such as EMPLOYEE, MANAGER, and VICE PRESIDENT. These roles are intended primarily for use with route controls.

Use the following criteria to determine how to define a role:

• The role, rather than the specific person, assigned to the task is important. For example, if a training clerk enrolls employees in classes, the TRAINING CLERK role can be defined as a list of users, because any clerk can enroll an employee in a class. The system forwards enrollment requests to the worklist for training clerks, and the first clerk who selects the request handles it. (In PeopleSoft Workflow terminology, the users are working from a pooled worklist.)

• You want everyone who fills the role to receive the same set of work items. For example, if you want the automated Worklist Monitor to send email messages to several people when worklist volumes become too high, you can route messages to a role called SYSTEM ADMINISTRATOR. Every administrator receives the messages.

• Only one person fills the role.

  For example, the CHIEF FINANCIAL OFFICER role can be a user list, even though the list is very short.