Configure a ministerial process
You can configure the ministerial process to move forward automatically between the phases.
Move from the Processing phase to the Submission phase automatically
To move from the Processing phase to the Submission phase automatically, you must configure the extended submission process to move to the next phase when the extended submission is started.
You need to set the PromoteOnEnter setting for the extended submission to True. See Configure extended submission.
Move to the next phase automatically based on a role
You can configure the ministerial process to move forward to the next phase based on a role. You can, for example, have the Submission phase move to the Approval phase automatically
when the extended submission process reaches a specific actor, such as a unit or an employee with a specific role, for example MANSEC
(Management secretariat).
Add roles
You add roles in WorkZone Configuration Management.
- Click Basic Data > Custom domain, and select the WZP-ROLE domain.
By default, WorkZone Process includes the roles listed below.
Role | Description |
---|---|
CASEHNDL | Case handler |
DIRECTOR | Director |
MANAGER | Manager |
MANSEC | Management secretariat |
MINISTER | Minister |
Configure "move to next phase" according to role
The next step is to set up roles for each phase in WorkZone Configurator.
- In WorkZone Configurator, click Processes.
- Click Processes.
- Point to the Ministerial process. A menu bar appears.
- Click Edit.
- In the Edit process parameters dialog box, select roles for the phases depending on how you want the process to execute. In this example, select the
MANSEC
role as default value for Role4 in order for the Submission phase to move to the Approval phase automatically when the extended submission process reaches an actor with the roleMANSEC
Assign roles to an organizational unit or an employee
You set up the default process role on either an organizational unit or an employee on the WorkZone contact by using ScanSQL.
Example: You want the ministerial process to move from the Submission phase to the Approval phase when it reaches the employee named Elisabeth. Execute the following in ScanSQL:
update name set default_process_role = 'MANSEC' where name_code = 'ELISABETH'
Important: If you have added roles in WorkZone Configuration Management, you must recycle the WzpSvc AppPool for the role-based configuration to take effect. Recycling of the AppPool is not necessary if you use the default roles.