User Identification

This page can be used to define user identification basis and resource rules, if the user identification basis is “rule based”. Based on this definition, the actors/users will be identified by the workflow.

Select the ‘User Identification’ link at the bottom of the ‘Define Authorization Process’ page.

The ‘User Identification’ page appears.

The system displays the following:

Date Format	The format in which the date fields must be entered in this page. The specified format is DD-MM-YYYY only.
Component Name	The name of the component in which the task is present.
Activity Name	The name of the activity in which the task is present.
Task Name	The name of the task for which authorization process need to be defined.
Effective From	The date from which the path is effective.
Effective To	The expiry date of the path.
Path ID	The unique id to which the state is attached.

The system displays the following fields in the “Identified User Basis” multiline:

Org. Unit Description	The description of the initiating organization unit mapped to the selected path ID.
State Description	The description of the state mapped to the selected path ID.
User Identification Basis	The basis on which the user identification must function as given by user.
User Identification Status	The status of the identification of the users.

Enter the following details:

Org. Unit Description	Use the drop-down list box to select the description of the initiating organization unit. The system displays all the initiating organization units mapped to the selected Path ID.
State Description	Use the drop-down list box to select the description of the state. The system displays all the states mapped to the selected Path ID.

Click the "Get" pushbutton to retrieve the user identification basis details.
Modify the details in the following fields, if required:

User Identification Basis

Use the drop-down list box to select the basis on which the user needs to be identified. The basis could be one of the following: “Rule Based”, “Direct Entry”, “Direct Span of Control” and “Stored Procedure Based”.

SP Based User

The name of the stored procedure (Alphanumeric, 25). This is mandatory when the user identification basis is ‘Stored Procedure Based‘. Click on the lens icon near the stored procedure to launch ‘Help on stored procedure’ page. The stored procedure name can be selected from this page.

Help facility available.

Enter the details in the following field:

Resource Rule ID

The ID of the resource rule (Alphanumeric, 30). This is mandatory when the user identification basis is 'Rule Based'. If the resource rule is already defined, click on the lens icon near the resource rule to launch the ‘Help on resource rule’ page. The resource rule ID can be selected from this page.

Help facility available.

Click the ‘Get’ pushbutton to retrieve the resource rule details.
Modify the details in the following fields, if required:

Resource Rule Description

The description of the resource rule (Alphanumeric, 40).

Stored Procedure Name

The name of the stored procedure (Alphanumeric, 25). Click on the lens icon near the ‘Stored Procedure Name’. This will launch ‘Help on Stored Procedure’ page. The procedure name can be selected from this page.

Help facility available.

Note: When the ‘User Identification Basis’ is rule-based, either “Stored Procedure Name” or “Rule” must be entered in the multiline.

Enter the following details in the multiline:

Parameter Description	Use the drop-down list box to select the description of the parameter. It is a business term used to build a conditional expression.
Relational Operator	Use the drop-down list box to select the relational operator to define the rule. Based on the parameter, relational operator and parameter value, the rule will be evaluated. The relational operator can be one of the following: ‘=’, ’<>’, ’>’, ’<’, ’>=’, ’<=’, ’IN’ and ’NOT IN’.
Parameter Value	The static value of the parameter to be considered for rule evaluation (Alphanumeric, 256).
Value List	The list of values for the selected parameter. This can be used in conjunction with the relational operator ‘IN’ and ‘NOT IN’. After selecting the parameter and relational operator ‘IN’ or ‘NOT IN’, select the hyperlink ‘Value list‘ and the list of values can be specified in ‘Value List‘ page.
Parameter Description	Use the drop-down list box to select the description of the parameter.
Logical Operator	Use the drop-down list box to select the logical operator. It can either be ‘AND’ or ‘OR’.
Brace	Use the drop-down list box to select the brace, which can either be '(‘ or ‘)’.
Sequence No	The sequence number of the condition defined for the rule (Integer). The conditions will be evaluated sequentially.

Note: "Parameter Description" can be used to create a rule by comparing two parameters instead of comparing it with static values. This can be done by selecting parameters from two columns in the same row and a required relational operator.

Note: For a single record in the multiline, either logical operator or brace or a combination of parameter, relational operator and value can be selected.

Click the “Display Formula” pushbutton to view the rule that is defined in the multiline.

The system displays the condition defined.

Note: For example, if the user has chosen “Parameter Description” as ‘Login Language’, “Relational Operator” as ‘=’ and “Parameter Value” as ‘1’ then the condition would be: Login Language = 1.

Click the ‘Save’ pushbutton to save the details.
Click the ‘Delete’ pushbutton to delete the details.

To proceed

Select the “Specify Users” link at the bottom of the page to specify the list of users.

What you can do in this page

You can define user identification basis and define the rule, if the user identification is rule based. You can identify the users based on the defined rules.