Open Documentation Menu

Responsibility rules

In order for the created tasks to be displayed in the case overview according to the filtered case list, the tasks must first be assigned to the corresponding persons or groups using responsibility rules. Responsibility rules are used to authorize individuals or groups to perform tasks based on selected metadata. The exact description and definition of the responsibility rules is already covered by d.ecs task.

To create a new responsibility rule, the user must first navigate via the Configuration in the Tasks and processes section and open the Responsibility rules menu option. Among other things, metadata is required for the definition of a rule. Contract and case management offers five metadata for this purpose:

  1. Internal contract number (metadata: internalContractNumber)

  2. Internal case number (metadata: internalCaseNumber)

  3. Contract type (metadata: contractType)

  4. Case type (metadata: caseType)

  5. Created on (metaadata: createdAt)

In addition to the listed metadata, the Context property exists. The property can be selected directly and has fixed values that are also available for selection. By means of the property, a differentiation of the tasks for contract and case management takes place. For a new rule, the Context property can be selected or a metadatum can be entered, such as internalContractNumber. Compared to the context, the value must be entered for a metadatum.