Swim lanes
In Varicent Incentive Compensation Management (ICM), you must create swimlanes in Workflows to define the person or group who are expected to take action, or the person or group who receives a notification as part of the business process.
For example, if a swimlane is defined as any payee with the title Sales Reps, then any notifications in this swimlane are sent to payees with the title Sales Reps, or any forms in this swimlane must be acted upon by payees with the title Sales Reps.
When a workflow is created, it contains two swimlanes by default. The two swimlanes are a System swimlane and a Form Initiator swimlane.
The System swimlane contains start and end nodes for the workflow. This swimlane, and the nodes inside it, are not configurable.
The Form Initiator swimlane is configured based on the workflow initiators that were selected when the workflow was created. The Form Initiator swimlane can be edited after the workflow is created and additional swimlanes can be added.
Editing the Form Initiator swimlane
In Varicent® Varicent ICM, when you create a workflow in Workflows, you must define payees for the Form Initiator swimlane.
In an admin-initiated workflow, the Form Initiator is the payee who is expected to perform an action as the first step of the workflow.
In a user-initiated workflow, the Form Initiator is the payee who is expected to start the workflow. You can edit the Form Initiator after the workflow is created.
In Workflows, open the workflow.
Place your cursor over the Form Initiator swimlane name, and click the Edit icon.
You can rename the swimlane and type a description by clicking the Edit icon in the header.
You can define the payee or payees who make up this swimlane in one of the following ways:
Payee selection type
Description
Explicitly select payees
Select the Explicitly select payees option if you want to select specific payees who will be involved in the workflow step. Then, on the Payees tab, select the payees who are involved in the first step of the workflow.
Select payees by restrictions
Select the Select payees by restrictions option if you want to select a group of payees who will be involved in a workflow step, based on a restriction. Then, on the Data Sources tab, add the sources required to make the restriction, and on the Restrictions tab, create the restriction to define the group of payees.
Click Create.
Adding a swimlane
In Varicent Incentive Compensation Management (ICM), to define other payees who are involved in the Workflows process, you can add additional swimlanes to the workflow.
In Workflows, open the workflow.
Click Add swimlane.
Type a name and description for the swimlane.
Add any tables, the current date, Presenter report parameters, or calculations that include a payee partition to define your sources.
On the Restrictions tab, create Restrictions to define the payees who are involved.
Click Create.