Configuring the situation management tool in process grids
This article details the required configuration to give access to display the situation management tool in process grids and give HR managers access to the tool.
Granting the permissions
A specific set of permissions must be granted to the profiles that need to use the situation management tool, as outlined in the following sections.
Granting access to the process
To be able to use the situation management tool in a specific process, the user, and the profile, must have been granted the following permissions:
The user must be assigned to the correct population
The user must be part of the relevant hierarchy
The process status must be set to "active" for the given profile (via (Undefined variable: CompoVariables_AP.Design) in Admin Portal)
Access to Situation Attached Object
In addition to the process permission, the access to the situation attached object has to be set for the given profile. To allow this permission, proceed as follows:
- Go to (Undefined variable: CompoVariables_AP.Design) in the beqom Admin Portal.
- In the process tab, click the relevant process.
- Click Setup > Attached Object > Payee Tabs > Tab Selection.
- Drag and drop Situation from the right to the left table.
- Click the Visibility tab.
- Allow the access to Situation by checking the box for the relevant profile.
- Click Save.
Synchronizing with the Object Service
A synchronization step is now required between the situation attached object and the object service. Depending if you want to synchronize one or several processes, use one of the following API methods.
The synchronization of one process is done with the following API method:
| Service | Action | Endpoint | Parameters |
|---|---|---|---|
| Gateway | POST | /api/ProcessExplorer/SynchronizeProcessAttachedObject?idProcess={PROCESS ID} |
|
In order to synchronize several situation attached objects at once, the following API method is used:
| Service | Action | Endpoint |
|---|---|---|
| Gateway | POST | /api/ProcessExplorer/SynchronizeProcessAttachedObjects |
Possible Error Scenarios
This section describes the possible error scenarios in the case some conditions are not respected:
- If there is overlapping step date:
INF_Error_SituationOverlap - If there is any step date out of the plan date range:
INF_Error_SituationPlanOutofRange - If the start date is set after the end date or vice versa:
INF_Error_SituationEndStepCannotLessThenStartStep - If the modified step date is not own :
INF_Error_AccessDenied - If the step dates are locked:
INF_Error_SituationStepLock