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Create Role Based page in WSS3.0

(4 posts)

  1. amitoni
    Member

    I want to create a role based landing page where the team member would see his documents, issues, risks and tasks, but when the team lead visits the page he/she should see all items assigned to him and his team.

    I will be creating a list which will have the mapping, the columns in the list will be resource, role and supervisor. Currently I am thinking of using the supervisor column as another role column so that more than one person assigned the role can still view the details.

    sample data
    Resource |Role | Supervisor
    -------------------------------
    Res1 |QA Lead| PM
    Res2 |Tester | QA Lead
    Res3 |Trainer| PM

    first - can this be done using SPD and WSS3.0? or would I need VS?

    Second - Any pointers on how would I go about doing this? I am not a developer so will this something I can take on.

    Thanks
    Aaron

    Posted 2 days ago #

  2. KClassen
    Member

    I provide the manager/lead a view with all items w/ a status of "open" or equivalent. The individual members see a page w/ a webpart showing items filtered to show open items they are assigned to. This has worked very well for our user community.

    Hope that helped.

    Kevin

    Posted 2 days ago #

  3. amitoni
    Member

    How do you differentiate the lead and individual? In my case there will more than a few leads on the project.

    I have tester who reports to QA Lead who is a lead who reports to Dev lead who in turn reports to PM.

    Posted 2 days ago #

  4. KClassen
    Member

    I use a home page that works for all individuals and uses web parts that show their specific items. For example issues where Assigned To equals [Me] or Created By equals [Me]. Then I provide a managers view that is accessible from the QuickLaunch. That one shows all open items or whatever is appropriate. I customize the QuickLaunch to have a Managers group or some such descriptive block.

    In my environment this seems to work better than customized role based views because everyone has an identical experience. Otherwise I get hit with a lot questions as to why so and so cannot see what I see, it must be broken.

    Some of the managers or leads have learned how to Personalize their views to tweak what they have presented on the home page. I encourage that. It seems to work better than role based views because each person usually remembers they personalized their own view.

    I've seen some articles where you can use SharePoint group memberships to determine what information is to be presented, yet all seemed a bit clunky.

    Sorry I wasn't more help.

    Kevin

    Posted 2 days ago #

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