Supervisor Overview and Configuration

V1.1

Overview

As a workflow developer, you can create a business rule based on which only Supervisors are authorized to submit tasks for eyeballing to the Eyeballing team. 
For example, one such rule can be based on invoice amount limit. If the amount of invoice is more than a certain limit then only a supervisor group user can submit the task for eyeballing to the Eyeballing Team group user.

Configuration

Create groups

1. In the Admin site, go to Manage Organization > Edit Organization.
2. Create the following two groups:
   • Supervisors 
   • Eyeballing Team
3. Add members to the groups.

Allocate plan

Allocation plans are the business rules that define the allocation of a task based on some pre-defined criteria.

As a workflow developer, you can create an allocation plan for team allocation. Follow the steps below:

1. On the Admin site, go to Solutions, and select your solution.
2. Under HotOperations Common Tasks section, click Manage Plan. 
3. Smart Allocation Plan window appears.
4. Click Add rule to add new rule.
   
5. Click OK.

Configure yaml file

To use the Supervisor business rule, you need to configure the eyeball-supervisor-condition.yaml file.

Template

kind: ruleSet
metadata:
  name: extraction/v1/documents/eyeball-supervisor-condition
spec:
  nodes:
  - if: 'ToDecimal(@InvoiceTotal) >= 2000'
    then:
      decision: true
  - if: 'ToDecimal(@InvoiceTotal) < 2000'
    then:
      decision: false

For example, in the above template, if the invoice total is more than or equal to 2000, then only a supervisor business rule is executed.