Task Classification and Substitution Profiles

[Dart, Jocelyn]

Hi Kjetil
Hoping you are feeding your future substitution suggestion into the Customer Connection for workflow as of course that approach is not possible now - which is the essence of the problem with current substitution profiles
Rgds
Jocelyn

Sent from my iPhone with many apologies for the spelling, grammar and any other deficiencies 

> On 24 Feb 2015, at 1:09 am, Kjetil Kilhavn <list.sap-wug at vettug.no> wrote:
> 
> Tirsdag 24. februar 2015 09.19.05 skrev Dart, Jocelyn:
>> Hi Kjetil
>> No not harsh just grimly realistic.
>> 
>> Biggest problem with task profiles to me is you can only assign 1 task
>> classification per substitute.  So if you want to assign eg travel tasks &
>> budget tasks to the same substitute that's not permitted.
> 
> I assume you mean profiles here - because a profile with both travel tasks and 
> budget tasks can be created so the substitute would only have to be defined 
> once to get both types of tasks.
> 
> But I agree that this can be a problem, as an organization using a wide 
> variety of workflow tasks may end up with an unmanageable number of 
> substitution profiles since you have to create a substitution profile for 
> every combination of classfication someone will want to assign. Thorough 
> analysis is necessary to reduce the number of profiles as much as possible.
> 
> Combined with good assignment of possible agents it should be manageable with 
> quite a few task classes I would think, but perhaps not when you exceed 10-15. 
> I don't have any experience with a high number of task classes, but with five 
> classes it is at least not a problem. We actually ended up with fewer profiles 
> than task classes there - but it will depend on policies and a lot of factors.
> 
> 
>> I have seen some sites create wrappers for task launch to recheck the
>> executing users authority before launching the application itself.
> 
> There are as always many roads leading to Rome.
> 
>> Others have created their own substitution checks. Eg in BADIs that only
>> permit users to assign a substitute of equal or greater authority or limit
>> substitutes to managers in the same reporting line
>> 
>> I'm still hoping for better answers
> 
> It would be an improvement if the substitute could be assigned to selected 
> substitution profiles instead of just one. One could probably remove the 
> entire profile concept, and let the substitute be assigned directly to 
> selected task classes. Not a minor change though...
> 
>> Rgds
>> Jocelyn
>> 
>> Sent from my iPhone with many apologies for the spelling, grammar and any
>> other deficiencies
>>> On 23 Feb 2015, at 10:40 pm, Kjetil Kilhavn <list.sap-wug at vettug.no>
>>> wrote:
>>> 
>>> Don't be so harsh on SAP Jocelyn - they try their best ;-)
>>> 
>>> The main problem is that task classification is not obligatory, and that
>>> it is not mandatory to select a substitution profile (in GUI the lack of
>>> a profile is accompanied by the description “General substitution”, I
>>> guess this is equivalent to the “All tasks” selection in the UWL although
>>> it appears as if you select a profile in the UWL).
>>> 
>>> 
>>> You *can* solve your problem by doing the following:
>>> 1) Implement a measure (I don't know if there are any explicit enhancement
>>> possibilities) to ensure that “All tasks”/“General substitution” is not an
>>> accepted choice of substitution profile.
>>> 
>>> 2) Assign classification to all tasks in use, and create the substitution
>>> profiles for all required combinations of task classes.
>>> Even if you don't have to assign task classification to a task for which
>>> substitution should not be possible I would recommend creating a class
>>> that
>>> makes it obvious that it is excluded from substitution.
>>> 
>>> The “General substitution” profile is the only profile that allows a
>>> substitute to see tasks without classification, so both steps are
>>> required.
>>> 
>>> I have not implemented such solutions (customer did not want to), but it
>>> would be a permanent and proper solution to the problem which could be
>>> applied to any number of tasks without requiring further development. It
>>> would also (and I would argue this is equally important) force users to
>>> actively make a choice of substitution profile. They often don't, even if
>>> the substitute should only handle e.g. approval of purchases and
>>> invoices.
>>> 
>>> Lørdag 21. februar 2015 08.17.11 skrev Dart, Jocelyn:
>>>> Hi Loren
>>>> Unfortunately I suspect what you are missing is the reality check on task
>>>> classification capabilities or lack thereof - perhaps try work item exit
>>>> or
>>>> a wrapper function or the Substitution BADIs instead Rgds
>>>> Jocelyn
>>>> 
>>>> Sent from my iPhone with many apologies for the spelling, grammar and any
>>>> other deficiencies
>>>> 
>>>> On 21 Feb 2015, at 8:08 am, Bratzler, Loren
>>>> <Loren.Bratzler at nscorp.com<mailto:Loren.Bratzler at nscorp.com>> wrote:
>>>> 
>>>> Hello Wuggers!
>>>> 
>>>> We have a situation here where the business realized that Annual
>>>> Performance Reviews can be opened and read by UWL Substitutes.  They
>>>> want us to exclude tasks related to the Annual Appraisal process from a
>>>> UWL Substitute’s view when they are working on items on behalf of
>>>> someone else.
>>>> 
>>>> I found this very good article on SCN that explains the process for
>>>> creating task classifications and assigning those classifications to
>>>> substitution profiles:
>>>> 
>>>> http://wiki.scn.sap.com/wiki/display/HOME/Link+Substitution,+Classificati
>>>> on+ and+Profiles
>>>> 
>>>> However, I am struggling to make this work.
>>>> 
>>>> Our situation is that we basically have two Substitution profiles.  One
>>>> is
>>>> named “ALL” (for all tasks) and the other is named “TRAVEL_APPRO” (for
>>>> only
>>>> approving travel related tasks).  What I tried to do was define a new
>>>> Classification for performance reviews named “PDR” (Personal Development
>>>> Review).  We use the standard appraisal workflow, WS12300110, which has
>>>> standard task TS12300115 for the employee to read and respond to their
>>>> performance review.  I assigned task TS12300115 to the new “PDR”
>>>> classification.  But then I did not assign “PDR” as a classification for
>>>> the “ALL” substitution profile.  PDR is not assigned to any profile.
>>>> 
>>>> My thinking was that if the new classification is not included in any
>>>> profile, then the tasks assigned to that classification would not show up
>>>> in the substitutes’ queue, regardless of which profile they were using.
>>>> 
>>>> Am I missing something here?
>>>> 
>>>> Any help is greatly appreciated!
>>>> 
>>>> Loren Bratzler
>>>> Norfolk Southern Corporation
>> 
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> -- 
> Kjetil Kilhavn / Vettug AS (http://www.vettug.no)
> 
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