Articles

• Everything you need to know about Configuring Participants

  Also see Everything you need to know about Case Participants .  Terminology Participant Terminology Operational Data Store (ODS) Entity The entity that ...

• Participant Terminology

  Operational Data Store (ODS) Entity The entity that is stored centrally allows us to capture data against the entity that can be surfaced across differe...

• Understanding Participant Types

  Participant and party types, and the ODS Master data records are created for participant types. An example of a master data record would be an organisat...

• Manage Participant Roles

  Create Create participant roles in Modeller. Launchpad > Modeller > Participant roles. Click the + button > Add Role. Enter a Name and Icon, an...

• Add a Participant Role to a Work-type

  You can add participant roles to one or more work-types to define how you want the entity assigned to that role to participate. Open Launchpad > Mode...

• Enable Ordering of Participants

  You can enable ordering of participants in Modeller to allow multiple participants in the same role to be assigned an order of precedence, for example D...

• Make a Participant Mandatory, Recommended or Optional

  You can configure whether a role participant is mandatory or recommended in Modeller. Open Launchpad > Open Modeller > Participant Roles. Select t...

• Make a Participant Role Manually Assignable

  You can make a participant role manually assignable in Modeller. It is important to check this if you want to be able to manually assign your selected r...

• Define ODS Types on a Participant Role

  You can define what ODS entities can fulfil a participant role in Modeller. For example, you could say a defendant can be a person or an organisation bu...

• Adding and Removing Role Categories

  Role categories are used to segment participants into similar groupings. For example it could be experts or service providers. Go to Launchpad > Mode...

• Configure Participant Role Connections

  When you're managing participants in a case, you can manage their case and network connections, depending on their participant role, from the edit parti...

• Configuring Participant Synchronisation

  Participant synchronisation rules specify how participants defined on one work type are synchronised or copied to another. Typical user cases for this c...

• Manage Case Participants

  Work Type > Action bar > Participants > Manage Participants If configured, another way to access Participants in the Work Item view is on the l...

• Participant Role Sourcing

  When a user adds a participant to a work item, a list of participants can be presented to the user as possible assignments to the role. This is done if ...