In WorkflowGen, "participants" can be defined as any people who interact with your process. In general there are three participant roles for a process:
Requester: Person who initiates the request
Actor: Person who acts on a request either by approving, rejecting, or moving a request
Process supervisor: Person who has access to process statistics through the WorkflowGen portal
Create a New Participant
Click on the Participants tab.
Click New Participant.
In the Add participant window, click Create a participant specific to this process. Please note: Since it is a best practice to not use global participants, access to create/manage global participants is limited to those with full administrator credentials.
On the next Add participant window, enter:
Role (each process is required to have one and only one requester)
Participant type – this will almost always be A list of persons
Click the add... button next to the type of user you want to add:
User(s) – an individual list of people
Group(s) – this is the preferred option. Internal groups can only be managed by WorkflowGen administrators. We are working on a plan to enable them to be managed via LDAP (LDAP is an internet protocol that enables programs to look up information from a server).
Directories – an entire directory of people. Most likely there will be only two choices: the internal WorkflowGen directory and the entire directory for the University of Minnesota
Coordinators – people responsible for assigning actions
After adding a number of participants, the process participant list looks like this: