Responsible Party Area

Owned by Seth Petry-Johnson
Last updated: Feb 27, 2019

Summary

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

A 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

Configuration 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