Onboarding Staff Workflow

SM_MCC  

When using SolarWinds Service Desk for creating an Onboarding Staff Request workflow, the following steps and checks can help resolve the issue where the finance user cannot see their assigned task:

Verify Workflow Configuration

1. Workflow Setup:

   • Ensure that the Onboarding Staff Request workflow is correctly configured. Check that the Finance group is indeed assigned the task to create the user in the employee system after approval.

2. Task Assignment:

   • Confirm that tasks are assigned to the correct user group (Finance) within the workflow settings. 

User Permissions and Roles

3. User Permissions:

   • Verify that the finance users have the appropriate permissions to view and manage tasks assigned to their group. This includes checking their roles and ensuring they are service task user not requester.
     
     

4. Group Membership:

   • Ensure that the finance user is correctly added to the Finance group within SolarWinds Service Desk.

Task Visibility

5. Task View:

   • Task & Approval: Tell them to check this tab in portal where their all tasks will be visible.

Thank you. The user wasn't a Service Task User, just a Requester. I've changed that now. Thank you.

Thank you. The user wasn't a Service Task User, just a Requester. I've changed that now. Thank you.