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. The swimlanes are the horizontal rows in your diagram indicating which user is responser for various tasks. After the OCI Process Automation application containing the process definition is activated, use the Roles functionality in OCI Process Automation to map the swimlanes to roles. The mapping applies to all process definitions within the OCI Process Automation 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.

Note: If a task is calling the Business Rules Framework and a business rule includes an action to update workflow, then the swimlane the task resides in must be assigned the PSCR Submitter Group or an individual user associated with this group.

To map swimlanes to roles:

1. Access the Workspace area of OCI Process Automation by selecting Workspace from the Navigator menu.

2. In the Workspace, select Roles from the Navigator menu.

3. At the top of the work area, select Application, to display the roles (swimlanes) for the applications.

4. In the Scope column, locate your process application and view all the roles included in that application.

   The Process Owner and Process Reviewer roles are part of all applications. They aren't specific to Oracle Permitting and Licensing functionality and you don't need to map roles to them. Other roles in the list for your application are the swimlanes in your process definitions. You will need to map the swimlane to an OPAL (PSCR) role (or groups as they are referred to in OCI Process Automation).

5. 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 Add members to this role list for the selected swimlane, select Groups in the Search by field.

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

      A group in OCI Process Automation is equivalent to a role in the Oracle Permitting and Licensing system.

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

   5. Expand the Permissions section, and confirm the Action column is set to Manage.

6. Click Save.

7. 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: PSCR Submitter Group (group) PSC Planning Assistant (group) PSC System Administrator (group) Principal Planner: PSCR Submitter Group (group) PSC Principal Planner (group) PSC System Administrator (group)