Creating role records

You use the Roles application to create role records that can be used as part of a communication template, an escalation, a service level agreement (SLA), or a workflow process. You can create different types of roles.

1. On the toolbar, click New Role. If the Role field is empty, type a name for the role.
2. Specify a description or click Long Description to type additional information.
3. Perform one of the following steps:
   • If you are creating a DATASET type of role, specify a value in the Object field.
   • Leave the Object field blank if you are creating any other role type.
4. In the Type field, select a value from the menu. The value in the Type field determines which fields on the role record can be edited, and the values that can be entered in those fields.
5. In the Value field, type a value that specifies how to resolve the role at run time.
   • If Type = CUSTOM, type the name and path of a class file that is in the Maximo directory.
   • If Type = DATASET, click Select Value to select a field from the object specified in the Object field.
   • If Type = EMAILADDRESS, type one or more e-mail addresses.
   • If Type = PERSONGROUP, specify a value.
   • If Type =PERSON, specify a value.
   • If Type = USERDATA, specify a value.
6. Perform one or more of the following steps depending on the type of role you are creating:
   • CUSTOM type role: In the Parameter field, specify a parameter to be used with or passed to the custom class.
   • DATASET or USERDATA type role: Select the E-mail check box to indicate that the data set consists of e-mail addresses for individuals who might not have person records.
   • PERSONGROUPID, CUSTOMCLASS, DATASET, or USERDATA type role: Select the Broadcast check box to indicate that assignments and notifications should be sent to all members in a group.
7. Click Save Role.