Client Layout Configuration for eSOP Users

Workflow Designers and Task Builders interact with Workflow differently; therefore, the instructions to set up and access eSOP are different for each user type.

User Access Requirements

Workflow Designers require access to the navigator and Displays panel. The eSOP access instructions in this documentation that are specific to these users assume that the client is configured in this manner.

Task Builders require access to only the eSOP Task Editor display. The eSOP access instructions in this documentation that are specific to these users assume that the client is configured in this manner, which requires the following conditions to be in place.
  1. A People resource for the user has been added to the Personnel model. For more information, see Add users and personnel classes.
  2. The user's workstation has been added as a Computer resource in the Proficy System model. For more information, see Add a resource to a model.
  3. A Group that is assigned only the default permissions associated with the System Visibility Key Set has been configured in the Personnel model. For more information, see Add Groups and Add workstations to key sets for a group.
  4. The user has been designated as a member of the Group that is configured for default System Visibility permissions. For more information, see Add one or more users to a group.
  5. The user's workstation has been configured to show the eSOP solution and Task Editor display upon system startup. For more information, see Configure computer startup options.
  6. The user's workstation has been configured to hide the navigator and the Display panel either for:
    • the workstation itself, if the user does not share the workstation with other users who have differing access needs (for more information, see Configure computer startup options), or
    • only the user, if the user does share the workstation with other users who have differing access needs (for more information, see Override a computer's startup options).

Accessing the Task Editor from the navigator

If you do not want to limit the access of Task Builders to the eSOP Task Editor display only, you must inform them of the following steps to access this display from the navigator.
  1. In the navigator, click eSOP > Tasks.
  2. In the Displays panel, click Task Editor.