Workflow configuration steps - Master data
Da itm wiki.
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 |
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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. |