Multiple Owners for a Flow
When you create a flow, use the Owner Type and Owner fields on the Edit Task Details: Owner and Checklist page, to assign individual tasks within a flow to individuals or a group of individuals.
Task ownership and access are given by default to the person who submits the flow. Granting the task ownership and access only to a single person could be restrictive. Only the person who submits the flow can take corrective action on the task and access the report output.
- When you assign group ownership, all members of the group have access to the tasks. Any member of the group can claim ownership of a task and complete the task, even if they haven't submitted the task. For example, if the person who submitted the task is unavailable, and the task is overdue, someone else within the group, can monitor and complete the task.
- Group ownership is based on a data role, for example, a Payroll Administrator can view all flows. All users within the group that has the same data role, will be able to view the task even if they haven’t submitted the task.
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Users within the group can request to take ownership of the task, complete it, and also take corrective actions such as roll back and retry.
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You can assign group ownership only to user-defined flows and not the predefined flows.
- When the ownership is defined at a flow level, any future flow instance inherits the group information.
- You can also assign group ownership to individual tasks within a flow, after submission of the flow. Such ownership is only applicable to the particular instance of the flow.
Create Data Roles and Security
Before you assign ownership, consider these points:
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Create a data role that you can assign to the users you plan to group together. Use the Data Roles and Security Profiles task to create the data role. The grouping of users is through the data role you create.
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Associate appropriate job roles and security profiles as required. The values you associate determine which flows a person with this data role can submit or view. The security profiles assigned to the job roles you associate to a flow, determine the security of the tasks within the flow.
Create Users and Add the Data Role
After you create the data role, use the Users task to create users. Use Add Role in the Roles region to provision the newly created data role manually to the user.
Select the Task Owners
The HCM data role security determines who can submit or view the tasks within the flow pattern. You must be a payroll supervisor or administrator to process payroll and review payroll report outputs and extracts. Once you have initiated a payroll flow, others within the group can monitor the flow and ensure the tasks within the flow are completed successfully. You can assign appropriate responsibilities and functional privileges while defining the different data roles and security profiles.