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- in the steps of the process: that only individuals who hold a specific role are responsible for the step in which it was configured, meaning only these individuals can receive the request when it is sent to this step, or only these individuals can open requests for the process, if it is the initial step.
When selecting this mechanism in process management, or in the configurations of a step, it is necessary you need to specify what the specific role is.
Next, for the step, it is you also necessary need to define how to execute it should be executed – whether individually or jointly.
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The execution method – individual or joint – is not available for definition in at the initial step of the process, not even to define the process manager, as the request can only be opened by a single person , nor for the definition of the process managercan open the request. |
Individual
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The step must be executed by a A single person , meaning that must execute this step; that is, only one person individual who holds the specific role should execute perform this step. In this case, it is you also necessary need to define whether only one person who holds the role should receive the request when it is moved, or if whether you should send the request should be sent to all people who hold the role, with to everyone in the group, the first one to take it becoming responsible for executing the step:
- Selection of one person from the role: when you move the request is moved from the previous step to the step that has this mechanism, and this execution method is configured, it is necessary to you must select one person who holds the role to receive it;
- Sending to all in the role (pool): when you move the request is moved from the previous step to the step that has this mechanism and this execution method is configured, it will be is automatically sent to all people everyone who hold the role, and the first one to take it becomes responsible for executing this step.
Joint
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The step must be executed by multiple Multiple people, meaning that more than one person who holds the specific role should , must execute the step. In this case, it is you also necessary need to define whether multiple people who hold the role should receive the request when you move it is moved or if , or whether to send the request should be sent to all people everyone who hold the role so that it can be executed by any of them can execute it until they reach the consensus percentage is reached:
- Selection of multiple people: when the request is moved from the previous step to the step that has this mechanism and this execution method configured, it is necessary you need to select more than one person who holds the role to receive it;
- Assignment to all in the role: when you move the request is moved from the previous step to the step that has this mechanism and this execution method configured, it will be is automatically sent to all people everyone who hold the role so that the step can be executed by any of them can execute the step until they reach the consensus percentage is reached.
When defining this execution method for the step, it is you also necessary need to define the consensus percentage for completion:
- Consensus for completion: the consensus percentage that must be reached for they must reach to consider the step to be considered completed, meaning the percentage of people who must take on the step and make the same decision for to move the request to be moved to the next one. By default, the consensus is set at 100%.
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Indicated for steps that require certain skills or experience to perform the necessary action, making responsibilities clear and leveraging the expertise and skills of each function within the company.
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We recommend regularly reviewing and updating the roles so that they do not become obsolete, causing requests to be lost or directed to people who no longer hold the defined role.
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In a marketing campaign launch process, it is necessary for the company's vice presidents need to agree with the content and approach of the campaign for in order to launch it to be launched to the market. Therefore, one of the steps in the process is the Approval of the vice presidents. Thus, we can define the assignment mechanism for this step – Activity component – as follows:
→ This means that when the request is sent goes to the VPs Approval VPs step, all members of the Vice-presidents group will see the request as pending, and it can be taken on by any of the individuals . It is necessary for can take it on. 80% of the group members must to take on the step and take the same action (approve it) for to reach the consensus to be reached and for the request to proceed. Thus, the assignment mechanism ensures that the majority of vice presidents are aware of and agree with the campaign for to launch it to be launched to the market, avoiding any type of information mismatch or misunderstandings.
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When selecting this mechanism in the configurations of a step, it is necessary you need to specify which the form field will be used to from which you obtain this person.
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It is possible to You can use some types of fields – open for typing, combo, search – in the configuration of the mechanism. However, some may not make sense for those who will respond to the form, as the mechanism interprets only codes or IDs (user code, role code, group code, etc.), meaning the mechanism needs to receive a code as a response from the form.
Therefore, the simplest way to configure this mechanism is by using a selection field – combo or search – configuring a dataset for it – standard or developed on the platform – and always selecting a code (ID) as Value. This way, the person responding to the form will select a name, but the mechanism will automatically consider the registration code of that selected name to direct the request. If the form linked to the process was not created in the new form editor and the field is of the type Search, when configuring a dataset for it, a hidden copy of the field is automatically created with the prefix hidden_ in the name and code. Therefore, it is this copy field that should be selected in the assignment mechanism.
This does not occur when the form linked to the process was created in the new form editor. |
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