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Access to multiple work groups for single user

Does Pega support operator to access more than 1 work group?

We are using PRPC 5.3 version.

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April 27, 2011 - 11:12am

re: It seems like the last approach outlined in this thread was going to be the creation of customized transfer lists and what sounded to me like a secondary lookup table maintained in addition to the user records, but I don't see any confirmation as to whether this approach was used, or whether it worked.

I've used variations on this across different applications. When you say, "each application uses a different set of workgroups" -- what are you using workgroups for?

Jon

April 27, 2011 - 11:31am

In the end we created a new portal based on the WorkManager and added this in the MyGroup area and used customised viewlists for the WorkGroup , that showed the different groups, once you selected this ran an activity that updated the WorkOperator list and you could then select the required operator from that workgroup. (what Jon has mentioned previously)

It all seems to work OK now, and we can have managers view/reassign work from a diffeent workgroup to their main one.

Not OOTB through.

Robbie

April 7, 2009 - 5:51pm

work group represents group of operators...wts that you wanna access there?

April 8, 2009 - 1:45am

Requirement is "Manager operator id will need access to the work items, workbaskets and operators in 3 workgroups"

we created 3 operators with 3 work groups and 3 work baskets.
But we do not know is it is possible to have one operator (manager) to have access to all work items, operators and work baskets from customizing operator profile or access group or work group for that manager!

Any suggestion would help.

April 8, 2009 - 9:34am

re: Requirement is "Manager operator id will need access to the work items, workbaskets and operators in 3 workgroups"

Access to workbaskets is handled through roles; workgroups are actually incidental to it.

Access to work items is actually handled by Rule-Access security. OOTB, every WorkUser has access to every work object in review mode; access to perform mode is granted through assignments/workbaskets (see above).

What did you want with access to users? Did you want the manager to edit availability?

Jon Garfunkel
Lead System Architect, Enterprise Business Systems
Pegasystems

August 13, 2010 - 11:01am

Did you have any joy with this?. We have a scenario where we want a manager to be able to transfer work from say a user in one workgroup, to a user in another work group, but because they (the manager) are in a 3rd workgroup themselves, they do not have access to the other users in the separate workgroup's. (although if they have access to the workbaskets they can transfer to there).
Regards

July 12, 2011 - 4:35pm

Hi Robbie,

Can you please elaborate on your last explanation? Please.

Pega
August 16, 2010 - 3:00pm

Greetings,

Following is some detailed documentation on Work Groups, which may help to answer your question.

Please let me know if you have further questions.

Best regards,
- Barbara Broughton
barbara.broughton@pega.com

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A work group is a combination of a supervisor and an associated WorkBasket. Work groups may be used for authorization checks against individual attachments if enabled by AttachmentCategory rules.

A work group is an instance of the Data-Admin-WorkGroup class. It is accessed on the Rules By Type Explorer in the Organization category.

An operator’s work group is displayed on the Operator ID rule form on the Work Settings tab.

A work group consists of a single supervisor and one Workbasket.

An operator, and thus a supervisor, may be a member of only one work group on the operator ID rule form; a work basket may also belong to only one work group on the workbasket rule form.

Note: Multiple Work Groups may be created with the same supervisor and/or workbasket. The Work Group rule form does not validate whether the supervisor or workbasket is already used by another Work Group, nor does the rule form validate whether the supervisor’s operator ID record lists that Work Group.

The Work Group is unrelated to Access Groups and Roles and does not change if the operator switches Access Groups or Applications. Work Groups are independent of whatever application the operator is currently running.

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August 16, 2010 - 3:06pm

quote:


Originally posted by radhav2008

Does Pega support operator to access more than 1 work group?

We are using PRPC 5.3 version.


We came across with the same Requirement and Built a separate portal where they can add multiple roles to a user and showing this List of Roles in the Navigation Panel to select which changes the Work Group of the User and the Respective Portal.

Totally Customized.

Hope this Helps!

Thanks!

Pega
August 16, 2010 - 3:13pm

Greetings,

I think there may be some confusion here between Work Groups, Work Pools, and Work Baskets.

The Work Group is unrelated to Access Groups and Roles and does not change if the operator switches Access Groups or Applications. Work Groups are independent of whatever application the operator is currently running.

Work Pools and Work Baskets, however, DO change when the Access Group/Application changes.

Best regards,
-Barbara

August 16, 2010 - 3:15pm

rwatterson wrote: We have a scenario where we want a manager to be able to transfer work from say a user in one workgroup, to a user in another work group, but because they (the manager) are in a 3rd workgroup themselves, they do not have access to the other users in the separate workgroup's.

Please explain by "do not have access to the other users." Suppose that you are a user; if someone has access to you, what does that mean?

The OOTB transfer action may list only users in the user's workgroup. But nothing says you have to limit it to that. You (the architect) are free to list whatever users you feel in that should show up in the transfer action. Is that not the issue?

Jon

August 17, 2010 - 4:37am

Hi Jon

Yes, you are correct, the issue we are having is that we cannot select specific users in the transfer/reassign action, as the list appears only with those that are attached to that workgroup of the person undertaking the reassignment. Apologies if I mislead people by going on about workgroups, as this was the return I was seeing.

What you are saying therefore, do not use the OOTB list when using the re-assign option, but create our own.
Regards
Robbie

October 1, 2009 - 2:51am

Thanks for your response.

we have 3 workgroups in the application. We need one operator to have access to all 3 work groups. Workgroup are different for different locations and are accessed by respective managers. The super manager needs to access all work groups so we were thinking of having 4rth work group for him but how can we link workgroups or can we have a heirarchy of workgroups? I know it is not OOTB but I couldnt find any help in PDN/Help if this feature could be customized also.

April 19, 2011 - 12:53pm

All,

Sorry for resurrecting a long-silent topic, but did anyone ever find a way to give a user access to more than one work group? We have a need for similar functionality. We have three applications running, and users may be assigned to one or more of the applications, however, each application uses a different set of workgroups. The problem for us then is that I can give them application access, but they end up unassociated or associated with the wrong group of people for that application because a given user can only have one workgroup OOTB.

It seems like the last approach outlined in this thread was going to be the creation of customized transfer lists and what sounded to me like a secondary lookup table maintained in addition to the user records, but I don't see any confirmation as to whether this approach was used, or whether it worked.

Are any of the earlier participants able to confirm their approach?

Thanks!
-Steven

April 12, 2016 - 3:30pm
Response to radhav2008

Did you find any solution to this? We are using PRPC 6.2

August 12, 2015 - 7:02pm

Hi Team,

 

I know its an old topic. Was curious to know if PEGA made any improvements to this by adding any OOTB features in related to this. Please advise

 

We have a requirements where users of one team (workgroup) wants to manage work within another team (transfering from workbasket to worklist and between worklist) in addition to their team. Is there any OOTB feature that will help me implement this functionality?

 

Thanks,

Anumohan

Pega
April 12, 2016 - 3:39pm

Would the following steps help for routing the workobject...?
on the assignment shape - configure WorkList/WorkBasket with custom route activity type with the below steps...
1. Obj-Open (Data-Admin-WorkGroup) //Second WorkGroup
2. Set Param.AssignTo value either to workbasket or manager on AssignPage
[@checkForSubstitute(workbasket or manager, Primary, myStepPage, tools)]
Or
1. Obj-Browse (Data-Admin-Operator-ID)
2. Filter based the list based on pyWorkGroup configuration (pyWorkGroup will be the second WROKGROUP value)
3. In the filtered operator list find the operator to whom the WO has to be routed
4. Set Param.AssignTo value to operator on AssignPage
[@checkForSubstitute(workbasket or manager, Primary, myStepPage, tools)]
Reference: Work-.ToWorkList activity.

Please share your thoughts, Thank you!