Grass Valley Xmedia Server Vertigo Suite v.5.0 - Manual (Page 153)

10-24 XMS Configuration Guide
Work Order workflow configuration
Adding a new role to the workflow
Prior to adding a new role to the workflow, we recommend that you verify that the required
permissions have been added to the workflow. These permissions should grant users
access to the components of the workflow that will allow them to perform their job function
(see
“Workflow option: Permissions” on page 10-8 ).
Since users can be assigned multiple roles, it may be unnecessary to add a new role to the
workflow when editing an existing role might be sufficient. Therefore, we also recommend
that you review the roles that already exist in the workflow before adding a new role.
To add a new role to the workflow:
1.
Open the Xmedia Server Control Panel and select R OLES from the W ORKFLOW OPTION
drop-down list.
2. Click A DD in the lower-right corner of the Workflow page.
The A DD A ROLE dialog box appears.
3. Type a name for the Role in the R OLE NAME text box. Note that roles are generally
named after departments or staff positions within the organization that contribute or
oversee the creation and completion of graphics requests (i.e. producer, graphic
artists, art director...etc).
4. Type a brief description of the role in the R OLE D ESCRIPTION text box.
5. Click C REATE .
The role is immediately added to the A VAILABLE ROLES list on the Workflow page.
6. Double-click on the new role’s name in the A VAILABLE ROLES list.
The R OLE P ROPERTIES dialog box appears.
7. Select the P ERMISSIONS tab and add permissions to the role. Users with this role are
granted these permissions, which allow them to perform their job functions within the
workflow.
8. Click A DD .
The A DD PERMISSIONS TO ROLE dialog box appears.
9. Select the permission(s) that are to be added to the role. To select multiple
permissions, press the SHIFT key as you click on each item for consecutive selections,
or press the CTRL key to select a grouping of non-consecutive permissions.
N OTE
Users can be assigned one or more roles. Therefore, it is unnecessary to duplicate a
specific set of permissions in one role if another role already contains the exact set of
permissions.
10. Click A DD and the selected permissions are added immediately to the role’s properties.
11. Click OK.