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titleSummary

The Responsible Party area of the site is the primary area that supports the Workforce Management / Organization Portal use cases. It uses the relationships establishes by the Supervisor data type to provide a mechanism for a "responsible party" (i.e. a supervisor), to view and act on the data belonging to the people they are responsible for (i.e. the "supervisees").


Terminology

TBD

Pages in this AreaA Supervisor is responsible for one or more Supervisees. This relationship is established by a Supervisor attribute on the Supervisee's Member Role with a value equal to the Supervisor's Member Id.


Pages in this Area

PageFunctionality

Member List

/Member/List

Displays a list of Supervisees and a "Task Counter" showing the number of things the supervisee is currently waiting on the supervisor to do. The results list shows a fixed set of columns that is not configurable.

Clicking on the task link allows the supervisor to act on those tasks (such as filling out a Workflow Step that has been assigned to them).

Displays a button for severing the supervisory relationship (if the supervisor has the CanRemoveFromMyMembers permission).

Supervisee List

/Member/Supervisees

Displays a list of Supervisees using a /wiki/spaces/DOCS/pages/517931029 instance. 

The search form and results grid are configurable via Member Search config. Can be configured to display a "view" icon that drills into the member record for more details.

Does not provide any functionality for interacting with the list.

Practitioner Learning Plan View

Allows a Supervisor to view (and potentially act on) a Learning Plan Instance belonging to one of their supervisees. 

Similar to an Admin's view of a Practitioner Learning Plan, but only allows access if there is a supervisory relationship established between the current user and owner of the Learning Plan instance.

3rd Party Payments / Pending Payment QueueAllows a Supervisor to make a bulk payment satisfying the Payment attributes on one or more supervisee workflows.


Supervisor "Tasks"

TBD


Info
titleConfiguration Overview
  • A Supervisor attribute must exist to create supervisory relationships between members

  • The members acting as the "responsible party" must have area access permissions to the Responsible Party area




Filter by label (Content by label)
cqllabel in ( "responsible-party" , "organizations" )

Page Properties
hiddentrue


Related issues