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

Da itm wiki.
(Etichetta: visualeditor)
 
(8 versioni intermedie di uno stesso utente non sono mostrate)
Riga 2: Riga 2:
  
 
{| class="wikitable sortable"
 
{| class="wikitable sortable"
! Menu !! Context !! Description
+
! Menu !! Description
  
 
|-
 
|-
| '''''General/WorkFlow/Causal Types''''' || ''[[Glossary|Users]]'' || It allows to manage ''[[Glossary|users]] ''(only for the administered ''[[Glossary|company]]'').
+
| '''''General/WorkFlow/Ticket Types''''' || ''[[glossary|Ticket types]]'' are a key element of workflow management and they can be configured through this functionality.
  
 
|-
 
|-
| '''''General/WorkFlow/Causals''''' || ''[[Glossary|Event types]]'' || It allows to configure ''[[Glossary|event types]]''. See also [[Notifications management ]]<nowiki/>page.
+
| '''''General/WorkFlow/Ticket Relationships''''' || This enables to configure the possible relationships that can be established among ''[[glossary|tickets]]'' of different ''[[glossary|ticket types]]''.
  
 
|-
 
|-
| '''''General/WorkFlow/Source Data''''' ||  ''[[Glossary|Notifications]]'' || It allows to configure ''[[Glossary|notifications]] ''for the administered ''[[Glossary|company]]''. See also [[Notification management|<nowiki/>]][[Notifications management]] page.
+
| '''''General/WorkFlow/Groups''''' ||  This allows the definition of'' [[glossary|groups]]'' and of their members.
  
 
|-
 
|-
| '''''General/WorkFlow/Custom Fields''''' || itmSUITE® || It  allows to launch administration functionalities and utilities. See [[Admin kit]] page for more information.
+
| '''''General/WorkFlow/Causal/Causal Types''''' || This functionality enables to add, edit and delete ''[[glossary|workflow causal types]]''.  
  
 
|-
 
|-
| '''''General/WorkFlow/Operational Statuses''''' || ''[[Glossary|MDMM]]'' || It allows to manage some master data grants. See the [[MDMM management]] page for more details.
+
| '''''General/WorkFlow/Causal/Causal''''' || This functionality enables to add, edit and delete ''[[glossary|workflow causal]]''.
  
 
|-
 
|-
| '''''General/Tickest/Ticket Types''''' ||  ''[[Glossary|Views]]'' || It allows to configure and force the visibility of ''[[Glossary|Views]]''. See also the [[Views management|<nowiki/>]][[Views management]] page.
+
| '''''General/Statuses/Operational Statuses''''' ||  This functionality enables to manage the ''[[glossary|workflow statuses]] ''which defines the operational status of a ''[[glossary|workflow]]''.
  
 
|-
 
|-
| '''''General/Ticket/Ticket Relationship Types''''' || ''[[Glossary|Personal options]]'' || It allows to define settings for personal options pages. See also [[Personal options]] <nowiki/>page.
+
| '''''General/Statuses/Administrative Statuses''''' ||  This functionality enables to manage the ''[[Glossary|workflow administrative statuses]]''.
 +
 
 +
|-
 +
| '''''General/Activities/Activity Types''''' || This allows to define the ''[[glossary|ticket activities]]'' categorization, useful for statistical purposes.
 +
 
 +
|-
 +
| '''''General/Activities/Activity Subtypes''''' || This allows to define a sub categorization for ''[[glossary|ticket activities]]''.
 +
 
 +
|-
 +
| '''''General/Activities/Activity Templates''''' ||  This functionalities allows to create and manage ''[[glossary|ticket activities templates]]''.
 +
 
 +
|-
 +
| '''''General/Custom Fields/Custom Fields''''' ||  This allows the creation and management of ''[[glossary|workflow custom fields]]''.
 +
 
 +
|-
 +
| '''''General/Custom Fields/Source Data''''' ||  This allows to create and manage ''[[glossary|data sources]]'' which can be used by ''[[glossary|workflow custom fields]]''.
 +
 
 +
|-
 +
| '''''General/SRCS/SRCS''''' ||  This enables the access to the configuration of the ''[[glossary|self service configuration system]]''.
 +
 
 +
|-
 +
| '''''General/SRCS/Custom Time Ranges''''' ||  This allows the creation and management of ''custom time ranges''.  
  
 
|}
 
|}

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.