Oracle Fusion MiddlewareManaging and Monitoring Processes with Oracle Business

Process Management

12c (12.1.3)

E39970-05

February 2016

Documentation for process participants, process owners,administrators, and supervisors using Oracle Business ProcessManagement Workspace to act on tasks, activity guides, andprocess instances.

Oracle Fusion Middleware Managing and Monitoring Processes with Oracle Business Process Management,12c (12.1.3)

E39970-05

Copyright 2010, 2016, Oracle and/or its affiliates. All rights reserved.

Primary Author: Oracle Corporation

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Contents

Preface .............................................................................................................................................................. xiii

Audience ..................................................................................................................................................... xiii

Related Documents.................................................................................................................................... xiii

Conventions................................................................................................................................................ xiii

What's New in This Guide......................................................................................................................... xv

New and Changed Features 12c (12.1.3) ................................................................................................. xv

Part I Using Oracle Business Process Management Workspace

1 Getting Started with Process Workspace

1.1 Understanding Process Workspace .............................................................................................. 1-1

1.1.1 Starting and Logging In to Process Workspace ............................................................... 1-3

1.1.2 Setting Accessibility Preferences in Process Workspace ................................................ 1-3

1.1.3 Providing a Digital Certificate in Process Workspace .................................................... 1-4

1.1.4 Accessing Administration Capabilities............................................................................. 1-6

1.1.5 Setting Your Preferences in Process Workspace.............................................................. 1-7

1.2 Navigating Process Workspace ..................................................................................................... 1-8

1.2.1 About Task States ............................................................................................................... 1-10

1.3 About the Process Workspace Tasks Page................................................................................. 1-11

1.3.1 Navigating the Process Workspace Tasks Page............................................................. 1-12

1.3.2 Using the Process Workspace Task Details Page........................................................... 1-15

1.3.3 Customizing the Task List in Process Workspace ......................................................... 1-20

1.3.4 Searching for Tasks in Process Workspace..................................................................... 1-32

1.3.5 Defining and Testing Screenflows in Process Workspace............................................ 1-33

1.4 About the Process Workspace Activity Guides Page............................................................... 1-33

1.5 About the Process Workspace Process Tracking Page............................................................. 1-34

1.5.1 Navigating the Process Workspace Process Tracking Page......................................... 1-35

1.6 About Process Workspace Dashboards...................................................................................... 1-37

iii

2 Working on Tasks in Process Workspace

2.1 Claiming and Releasing Tasks in Process Workspace ............................................................... 2-1

2.2 Modifying History Approval Options in the Task Details Page .............................................. 2-2

2.2.1 Combining Repeated Approvals of a Task in the History ............................................. 2-3

2.2.2 Excluding System Approvals from a Task ....................................................................... 2-3

2.2.3 Including New Participants in the History Table for an Existing Task........................ 2-4

2.3 Reassigning and Delegating Tasks in Process Workspace ........................................................ 2-4

2.4 Requesting Information in Process Workspace........................................................................... 2-5

2.5 Adding Comments and Attachments to Tasks in Process Workspace.................................... 2-6

2.5.1 How to Add a Comment to a Task .................................................................................... 2-7

2.5.2 How to Add an Attachment to a Task .............................................................................. 2-7

2.5.3 How to Delete An Attachment......................................................................................... 2-10

2.6 Setting Rules, Vacation Periods, and Notification Preferences in Process Workspace ....... 2-10

2.6.1 How to Create User Rules in Process Workspace ......................................................... 2-11

2.6.2 How to Create Group Rules in Process Workspace ...................................................... 2-13

2.6.3 How to Enable a Vacation Period in Process Workspace............................................. 2-15

2.6.4 How to Avoid Circular Logic in Reassigned Vacation Rules ...................................... 2-16

2.6.5 How to Specify Notification Settings .............................................................................. 2-17

2.7 Creating To-Do Tasks in Process Workspace ............................................................................ 2-24

2.8 Creating Subtasks in Tasks in Process Workspace ................................................................... 2-25

2.8.1 What You May Need to Know About Creating Subtasks ............................