“Workflow“ is route of changes (ECO) and affected itmes to a group of people to collect their approval. It consists of a set of statuses. The status“ of a change is always “Unassigned“ when it is first created. Under the “Actions“ menu on the change, there should be a option “Start Workflow“. Upon selection, the user should be presented with a list of workflows that have been defined for the change subclass. After selection, the status of the change is determined by the statuses defined in the workflow.
The administrator can create or modify a workflow. A workflow should be identified by a name. It should have a list of available change subclasses in which is may be used, and carry a flag whether it is active or not. Inactive cannot be selected by users
The workflow object should contain a list of statuses with the following attributes:
◦ Pending: the change is freely editable
◦ Review: the change is freely editable
◦ Released: the change is approved and cannot be changed; the affected items are considered released
◦ Complete: this status type means the workflow is ended and approved. It is the same as Released
◦ Cancel: this status type means the workflow is ended and not approved. The affected items are not considered released
◦ Hold: this status type means the workflow is on hold. The change cannot be edited, but the affected items are not considered released
· Auto-Promote
◦ “Yes“ – when all approvals are made, the next status of the workflow is started automatically
◦ “No“ – the change must be promoted to the next status manually
◦ List of statuses to which transitions are allowed from this status
Once the workflow is started, the user must select one user who is a “Change Analyst“
Upon submission or promotion, the user selects either individual users or groups of users as approvers or observers. Approvers must approve a change, observers are merely informed. Approvers and obververs receive an e-mail, and when they open it, there is a link that leads directly into Designand after logging in, the change should be opened automatically.
There is be a graphical representation of the workflow on the change order for the user.
Note |
Every workflow should have at least one review and one released or complete status. All others are optional. |