The process on timesheet does not get initiated

Document ID : KB000024489
Last Modified Date : 14/02/2018
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Issue:

Having created a second BPM process definition on Timesheets to auto start (on either create or update), the process is not invoked.

Cause:

If there are 2 or more timesheet processes running, then access rights are needed to initiate process instances and start the process instance. This is by design.

Resolution:

If more than 1 timesheet process definition is running at the same time (or is validated and active at the same time), you need to have access rights in order to run either or both of the timesheet processes. This is the only way the process engine knows which process to initiate. The users need to be given the instance access right - process - start - if they want to initiate a process instance.

Check users' current access rights for the Timesheet processes in CA PPM:

  1. Log into the application as an administrator user 
  2. Navigate to Administration, Organization and Access: Resources (Users)  
  3. Find and select the user who is trying to initiate the process 
  4. Navigate to the User's Resource's Access Rights Tab, go to 'Instances' page 
  5. If you see the 'Process -Start' access right, click on the link. You should see the name of the processes listed here
  6. If the Process - Start access right is not listed here in the 'Instances' listing, check for global access rights
  7. Go to the 'Global' page 
  8. If you see the 'Process - Start - All' access right, then the resource has the right to initiate an instance for all active processes 
  9. If you don't see the 'Process - Start - All' access right, then you can either add the Instance 'Process - Start' or the Global 'Process - Start - All' access right. If the resource needs to be able to initiate instances for all processes, then select the global access right. If the resource just needs to initiate the timesheet process instances, then add the instance access right only.
  10. If both, the Instance access right 'Process - Start' for processes and the Global access right 'Process - Start - All' are not listed, add one of them (only one is needed, but both can be added if desired)

To add the instance access right 'Process - Start' to initiate the timesheet process instances only:

  1. Navigate to the User's Resource's Access Rights Tab, go to 'Instances' page 
  2. Click the 'Add' button at the bottom of the page
  3. Select 'Process Definition' from the object drop down menu
  4. Click the 'Next' button 
  5. Click in the check boxes next to the following rights (select all if resource needs to modify this process and run it):
    Process - Edit Definition - if they need to modify the process in any way (make it active, on-hold, etc...).
    Process - Manage - if they need to start, cancel, or delete the process.
    Process - Start - if they want to initiate a process instance. This is needed if they want to be able to run either or both processes.
    Process - View Definition - if they want to view the process.
    Process - Delete - to delete a process instance and the process.
    Process - Cancel - if they want to cancel a process instance.
  6. Click the 'Add and Continue' button 
  7. Click in the check box next to the defined, active, Timesheet process(es) that the resource needs to run
  8. Click the 'Add' button 

To add the global access right 'Process - Start - All' to initiate all process instances:

  1. Navigate to the User's Resource's Access Rights Tab, go to 'Global' page 
  2. Click the 'Add' button at the bottom of the page 
  3. Filter Section search for the process definition name in the 'Select Access Rights' page
    Click on the 'Filter' button
  4. Click in the check boxes next to the following rights (select all if resource needs to modify this process and run it):
    Process - Edit Definition - if they need to modify the process in any way (make it active, on-hold, etc...).
    Process - Manage - if they need to start, cancel, or delete the process.
    Process - Start - if they want to initiate a process instance. This is needed if they want to be able to run either or both processes.
    Process - View Definition - if they want to view the process.
    Process - Delete - to delete a process instance and the process.
    Process - Cancel - if they want to cancel a process instance. 
  5. Click 'Add' button 

With the appropriate rights granted, the active Timesheet processes will start for auto-start conditions met.

Additional Information:

Reference TEC439855 : Resource Manager and Project Manager Timesheet Approval Rights