Differenze tra le versioni di "Workflow configuration steps - Master data"

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| '''''General/WorkFlow/Causal Types''''' || When transitioning from a ''[[glossary|workflow status]]'' to another it is possible to configure the system so that it requires or simply enables to specify the reason for the transition itself. This reason is known as workflow causal and it can be categorized using workflow causal types (e.g. all the possible workflow reasons to move from a source status to a closed status).  
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| '''''General/WorkFlow/Ticket Types''''' || ''[[glossary|Ticket types]]'' are a key element of workflow management and they can be configured through this functionality.
  
 
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| '''''General/WorkFlow/Causals''''' ||  
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| '''''General/WorkFlow/Ticket Relationships''''' || This enables to configure the possible relationships that can be established among ''[[glossary|tickets]]'' of different ''[[glossary|ticket types]]''.
  
 
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| '''''General/WorkFlow/Source Data''''' ||   
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| '''''General/WorkFlow/Groups''''' ||  This allows the definition of'' [[glossary|groups]]'' and of their members.
  
 
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| '''''General/WorkFlow/Custom Fields''''' ||
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| '''''General/WorkFlow/Causal/Causal Types''''' || This functionality enables to add, edit and delete ''[[glossary|workflow causal types]]''. 
  
 
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| '''''General/WorkFlow/Operational Statuses''''' ||  
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| '''''General/WorkFlow/Causal/Causal''''' || This functionality enables to add, edit and delete ''[[glossary|workflow causal]]''.
  
 
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| '''''General/Ticket/Ticket Types''''' ||  
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| '''''General/Statuses/Operational Statuses''''' || This functionality enables to manage the ''[[glossary|workflow statuses]] ''which defines the operational status of a ''[[glossary|workflow]]''.
  
 
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| '''''General/Ticket/Ticket Relationship Types''''' ||   
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| '''''General/Statuses/Administrative Statuses''''' ||  This functionality enables to manage the ''[[Glossary|workflow administrative statuses]]''.
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| '''''General/Activities/Activity Types''''' ||  This allows to define the ''[[glossary|ticket activities]]'' categorization, useful for statistical purposes.
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| '''''General/Activities/Activity Subtypes''''' ||  This allows to define a sub categorization for  ''[[glossary|ticket activities]]''.
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| '''''General/Activities/Activity Templates''''' ||  This functionalities allows to create and manage ''[[glossary|ticket activities templates]]''.
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| '''''General/Custom Fields/Custom Fields''''' ||  This allows the creation and management of ''[[glossary|workflow custom fields]]''.
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| '''''General/Custom Fields/Source Data''''' ||  This allows to create and manage ''[[glossary|data sources]]'' which can be used by ''[[glossary|workflow custom fields]]''.
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| '''''General/SRCS/SRCS''''' ||  This enables the access to the configuration of the ''[[glossary|self service configuration system]]''.
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| '''''General/SRCS/Custom Time Ranges''''' ||  This allows the creation and management of ''custom time ranges''.
  
 
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Versione attuale delle 21:48, 15 nov 2015

In order to configure a workflow, there is a number of master data which are used and therefore shall be configured first. Usually, this configuration is done once but it may require updates before configuring a new workflow.

Menu Description
General/WorkFlow/Ticket Types Ticket types are a key element of workflow management and they can be configured through this functionality.
General/WorkFlow/Ticket Relationships This enables to configure the possible relationships that can be established among tickets of different ticket types.
General/WorkFlow/Groups This allows the definition of groups and of their members.
General/WorkFlow/Causal/Causal Types This functionality enables to add, edit and delete workflow causal types.
General/WorkFlow/Causal/Causal This functionality enables to add, edit and delete workflow causal.
General/Statuses/Operational Statuses This functionality enables to manage the workflow statuses which defines the operational status of a workflow.
General/Statuses/Administrative Statuses This functionality enables to manage the workflow administrative statuses.
General/Activities/Activity Types This allows to define the ticket activities categorization, useful for statistical purposes.
General/Activities/Activity Subtypes This allows to define a sub categorization for ticket activities.
General/Activities/Activity Templates This functionalities allows to create and manage ticket activities templates.
General/Custom Fields/Custom Fields This allows the creation and management of workflow custom fields.
General/Custom Fields/Source Data This allows to create and manage data sources which can be used by workflow custom fields.
General/SRCS/SRCS This enables the access to the configuration of the self service configuration system.
General/SRCS/Custom Time Ranges This allows the creation and management of custom time ranges.
Estratto da "http://wiki.itmsuite.eu/index.php?title=Workflow_configuration_steps_-_Master_data&oldid=1819"