Mapping Workflow Swimlanes to Roles

This topic describes how to assign security roles to the swimlanes in your workflow process definition.

In workflow process definitions, swimlanes represent roles. After the OIC application containing the process definition is activated, use the Manage Roles functionality in OIC to map the swimlanes to roles. The mapping applies to all process definitions in the OIC application. In a typical configuration, each swimlane is mapped to a role.

A swimlane is typically associated with security roles, and it can be associated with multiple roles if needed. It can also be associated with one or more individual users if that approach is more applicable. A swimlane determines who is responsible for carrying out a task.

For example, if a swimlane is for plan review, you would add the PSC Plan Reviewer role to that swimlane. Likewise, if another swimlane is for inspecting, you would add all the roles that apply to that swimlane, such as PSC Building Inspector and any roles related to the Mobile Inspector app.

Note: When supervisors assign or reassign tasks, they can only assign the task to agency staff associated with security roles that are assigned to the swimlane in the underlying workflow process definition.The swimlane that contains the Start event node needs to be mapped to the PSCR Submitter Group. The procedure below uses that scenario as an example to illustrate the process used to map a security role to a swimlane.

To map swimlanes to roles:

1. Access the My Tasks area of Oracle Integration Cloud.

2. Click My Tasks in the left navigation menu, and click Workspace in the My Tasks header.

3. Click Administration in the left navigation menu.

4. If the Manage Roles page does not appear by default, click Manage Roles in the left navigation menu.

   The Manage Roles page lists process roles using the format [application].[swimlane].

5. Search for your application to filter the list.

   The Process Owner and Process Reviewer roles are part of all applications. Other swimlanes in the list are ones that you created in your process definitions.

6. Add the delivered role PSCR Submitter Group to the swimlane that contains the Start event for your process model:

   1. Select the swimlane that contains the Start task in your process definitions.

      In the delivered Solution Packages that Oracle provides, this swimlane is labeled Applicant. This swimlane applies to the user submitting a transaction, such as a permit application.

   2. In the Assign Roles list for the selected swimlane, click Add Member.

   3. In the dialog box for adding members, search by Groups for PSCR Submitter Group.

      A group in OIC is equivalent to a role in the Public Sector Compliance and Regulation system.

   4. In the search results, select PSCR Submitter Group and then click OK to assign the role to the swimlane and return to the list of swimlanes.

7. Click Save.

8. Repeat these steps for all required roles per swimlane.

For example, in addition to the PSCR Submitter Group being added to the swimlane with the Start event (Applicant), the following identify some samples of how other swimlanes might be mapped, depending on the offering and the process definition.

Offering	Swimlane Mapping
Permits	Applicant: PSCR Submitter Group (group) PSCR Proxy User for OIC Inspection Supervisor: PSC Inspections Supervisor (group) PSC System Administrator (group) Permit Technician: PSC Permit Technician (group) PSC System Administrator (group) Plan Review Coordinator: PSC Plan Reviewer (group) PSC Planning Coordinator (group) PSC System Administrator (group)
Planning and Zoning	Applicant: PSCR Submitter Group (group) PSCR Proxy User for OIC Planning Assistant: PSC Planning Assistant (group) PSC System Administrator (group) Principal Planner: PSC Principal Planner (group) PSC System Administrator (group)