Table of Contents

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  1. Preface
  2. Introduction to Exception Management
  3. Exception Tasks
  4. Duplicate Record Tasks
  5. Task Management

Exception Management Guide

Exception Management Guide

Task Performer Operations

Task Performer Operations

The workflow developer selects the task performers who can work on the instances of a Human task. To view the list of task instances that you can work on, open the My Tasks view.
You can perform the following operations in the
My Tasks
view:
View the contents of a task
View the records or the clusters in a task. The task contents appear in the
Exceptions
workspace.
Open a task
Open a task to review and edit the records. When you open the task, you become the task owner. Other task performers cannot open a task that you own.
Release a task
Release a task that you own. The task that you release has no owner until the business administrator assigns an owner or another user opens the task.
You can release a task at any time. You do not need to complete work on a task to release the task.
The following image shows the My Tasks view in the Start workspace:
The My Tasks view includes all of the tasks that you own and that you can claim ownership of. Find the task menu options at the end of each task row.
Use the following options to work on tasks:
  1. Task menu icon.
  2. Task menu options.
You can view, open, and release multiple tasks in a single operation.

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