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  • 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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    The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.

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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 ............................