Workflow configuration steps - Introduction

Da itm wiki.

Introduction

What is a workflow? is a process applied to a Service. Two main information’s we need to know when we speak about a workflow:

  • Process implemented
  • Services enabled.

What is a process? A process is characterized by statues linked each other with transitions. Each transition can implement rules, transition rule, that enable the user to perform or not this transitions. User interact with a process using an interface, form, and each field of the form can be used to compose a logical rule condition.

Before starting to create a new Workflow we should identify if there is a process like the one we wants to create already developed on the system. If yes, we can add our service to an existing workflow.

If the our process has statues or form field or transition rules that are not implemented we have to create new workflow.

New process

  • Each process is identify by a type.  itmSUITE® call it Ticket type.
  • Second step we need to think about status Workflow status
  • Third, we need to think how Workflow status are connecting. Is only a one direction transtion, from status A to B, or we can came back to A, bidirectional transition.
  • Fourth, once arrived in B we would like to towards C or B is Final Status?

Once we have drawn our process we have to think which Resource , or better witch Role can be enabled to execute the transition, Then we can design the Form and give a grant to the Resource.

Workflow Roles

At workflow level a user can be configure with 18 roles. Roles can be:

  • Static , Application Level type
  • Dynamic , Project / Service or Workflow roles type

Static Role are the once assigned to the user, Dynamic role are configured to the resource due to is belonging to a Service or a Solution Group or a Client Organization Unit or because the resource act as Creator of Ticket

Here below the table with the role description:

Role Type Note
Requester static Assigned to a ‘‘User inherited by a resource
Resource static Assigned to a ‘‘User inherited by a resource
Project manager static Assigned to a User inherited by a resource
Manager static Assigned to a User inherited by a resource
Administrator static Assigned to a User inherited by a resource
Assegnee dynamic resource that has assigned a ticket activity
Creator dynamic resource that create a ticket
Master SG Member dynamic resource included in Master Solution Gruop
Master SG Manager dynamic Manager of Master Solution Gruop
OU Manager dynamic Client Organization Unit manager
Owner dynamic resource responsible for the ticket ticket
SG Manager dynamic Manager of Solution Gruop
Solution group member dynamic resource that belong to Solution Gruop
TA SG Manager dynamic Manager of Solution Gruop assigned to ticket
Third level solution group dynamic resource that belong to Third Solution Gruop
Ticket requester dynamic resource that has been marked as requester into ticket
Ticket worker dynamic resource that has in charge the ticket


Define a Transition

TBD

As example of Worflow status diagram see the image below

File:Workdflow status diagram.JPG
Workdflow Status Diagram


Form Designer

TBD

Grant Management

TBD


Enable Services

TBD


Manage Notification

TBD