Workflow configuration steps - Master data

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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.