1. Using Onboarding (Transitions)
  2. Step

Step

A step is the "envelope" in which a task gets assigned to participants..

A process contains steps. Steps are created for each process and they are the "container" for tasks (a task can be reused in the same process or across different processes). A step provides information about the assignee and sequence of tasks. Business logic ensures that the work to be done is routed correctly between steps.

From the point of view of the Onboarding (Transitions) administrator, the same task can be used in different steps and a task must be placed in a step if it is to be used in a process.

From your point of view as an Onboarding (Transitions) Center user, you can consider a step and a task to be essentially the same thing with one exception. If you have the permission required to view processes, you also view the names of all the steps in processes. To view details about the unit of work that is assigned, you require the additional permission to view tasks.

Tasks are assigned in a sequence to you or to others and these tasks are always "contained" within steps. Occasionally there are routing steps, which are placeholders that have no content, that serve to push the workflow along to the next step. Occasionally, there might be subprocesses, which are collections of tasks with assignees with logic between each subprocess but that appear as a single-line item in the list and as a single box in the preview diagram.

Assignee

In Onboarding (Transitions), the work in a step's task can be assigned to one person or to a number of people.

  • If one person is assigned, then this person must complete the task. If the person fails to do so (even after configurable reminders are emailed to him/her) then the process owner and/or supervisor might be able to execute the task or reassign it to other people.

  • If more than one person is assigned, any of those people can complete the task. It appears on each person's open task list. As soon as someone completes the task, it is no longer displayed on any open task lists and is displayed only in Completed lists.