Check the destination of a task

Each task in a workflow has a destination. You record who (or which group) must complete the task. If you do not know to whom a task is assigned, you can check this in the Workflow Editor.

To check the destination of a task:

1. Go to: CRM / Dossier / Configuration / Dossier item type.
2. Open the properties of the dossier item type..

   If you do not know the dossier item type to which the workflow is linked, you start the workflow in InSite. The description of the dossier item type appears.

3. Go to the tab: Workflows.
4. Open the properties of the workflow..
5. Click on the task for which you want to check the destination.
6. Under Task intended for, you see which user, group and/or responsibility is allowed to complete this task.

   

   In this example, this is the group Rol: In -en OutSite beheer and the Verantwoordelijkheid: Manager.

7. Check which users are linked to the group and/or to the responsibility.

   More information: check the users in a group.

   You view the users in a user group.

   To view the members of a user group:

   1. Go to: General / Management / Authorisation tool.
   2. Go to the tab: Group maintenance.
   3. Select the group.
   4. Go to the tab:Users in group (at the right).

      You now see which users are linked to the selected group.

   See also:

   • Add a user to a group
8. Close the Workflow Editor.