WORKFLOW
Workflow
Workflow is the model for creating dynamic management processes and rule-based activities.
A Workflow "listens" for events according filters you set up, to find out whether rules you have defined are fulfilled. If so, messages are sent and/or actions are taken.
What events will trigger actions? Any event that can be described as a rule can trigger actions. Some examples are:
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External events:
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Changes in competitive conditions
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Competitor performance
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Internal events:
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Actions on results
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Lack of action on results
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Changes needed - The need for allocation of resources
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Agreed management processes are not implemented
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Identification of high risk areas
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The Workflow model contains ready-made components for actions that can be taken, e.g.
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Notifying involved personnel
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Initiating processes
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Creating reports
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Distributing Forms
The Workflow model can be found in the View menu, under BMP in the Window menu, or in the toolbar.
Workflows consists of Event rules and Actions, with possible Follow-up rules and Follow-up actions. A Workflow run can be started via an Event schedule, via an Action button on a web page or by clicking Run in the right click menu on the Event rule in Configuration Studio.
Workflows are stored in Categories, i.e. folders. You must create at least one Category before you can create a Workflow.
Creating Categories
To create a Category right click in the empty area in the Workflow model panel and choose Add -> Category.
Properties
General
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Name - the name "Category" is generated automatically but it may be changed
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Description - an optional text describing the category
Audit
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Modified by - the name of the last user to make changes to the object.
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Last modified - the date and time when the object was last changed.
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Created by - the name of the user who created the object.
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Created - the date and time when the object was created.
Advanced
ID
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ID - a unique ID for the object.
By
default, Corporater BMP assigns consecutive numbers to new objects. You can change the ID to a value of choice that can include either letters or letter and number combinations.
The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.
Access control
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Read accessors - click the Edit button (
) and authorize one or more users and user groups to view the object on Web. -
Add accessors - click the Edit button(
) and authorize one or more users and user groups to add new objects to the object on Web. -
Write accessors - click the Edit button(
) and authorize one or more users and user groups to edit the object on Web. -
Delete accessors - click the Edit button(
) and authorize one or more users and user groups to delete the object on Web. -
Ownership - click the Edit button (
) and grant ownership of the object to one or more users and user groups. Users and user groups who own the object have full access rights to it.
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Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.
Next you must create an Event rule. When the event described in the Event rule occurs the actions specified under the Event schedule will be put into effect.
