Purpose

You can both create and assign Governance Roles in Verify. Process Roles, on the other hand, are only available for 'bound' Verify instances and can only be created (and modified) by using the Design module and updating the process in the associated Process Workspace.


Steps:

  1. Click on the “Roles” link on any screen for a Governance Instance. This will give you a list of all the Process Roles associated with the Governance Instance:
    Note: The 'Process Roles' tab will only be shown if you are working with a 'bound' Verify Instance.  


  2. To see the Task Definitions associated with a Role, Click on the Expand  Icon next to a Process Role name. This will give you a list of the Task Definitions associated with that Process Role:


Note:

From the “Task Definitions” tab, you can work with the Task Definitions via the “Click here to Manage Task Definitions” button. See the “Activities on Task Definitions” topic for instructions.

To edit a Process Role, Click on the Edit  Icon next to a Process Role name. This will give you the edit screen for a Process Role:


Note:

  • Click on the on New Assignment action and then by select a person from the list.
  • If Regions have been defined for the Governance Instance, select the region along with the assignee.

To see the Task Definitions associated with a Role, Click on the Expand  Icon next to a Governance Role name. This will give you a list of the Task Definitions associated with that Governance Role:


Note:

From the “Task Definitions” tab, you can work with the Task Definitions via the “Click here to Manage Task Definitions” button. See the “Activities on Task Definitions” topic for instructions.

To edit a Governance Role, Click on the Edit  Icon next to a Governance Role name. This will give you the edit screen for a Governance Role:


Note:

  • Click on the on New Assignment action and then by select a person from the list.
  • If Regions have been defined for the Governance Instance, select the region along with the assignee.
  • You can also change the name and description of the role.