Software Request Template
Workflow Manager 2020
Many organizations have a process which employees must follow when they wish to install new software on their workstations. Workflow Manager provides you with a default Software Request template which captures some of the typical steps involved in this task.
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# |
Task |
Description |
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1 |
Consumer requests an application |
A workflow consumer wants to install a new application. He either submits a request himself, or asks his manager to do so on his behalf. The submitted request must identify the consumer, which of his computers the application should be installed on, which application is being requested, how urgently the software is required, and what it will be used for. The consumer may choose to install any licensed, authorized application, but only on computers assigned to him. |
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2 |
Administrator reviews the application request |
Once the consumer submits his request, a workflow administrator must review it. If appropriate information has been provided, the administrator advances the workflow. Otherwise, the consumer is asked to update their request, with appropriate feedback so they know what was missing from their first attempt. |
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3 |
Acknowledgment sent to consumer |
Once the workflow administrator is satisfied with the request, an acknowledgment is sent to the consumer. The acknowledgment will include information to allow the consumer to keep track of his request in Workflow Manager. |
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4 |
License manager reviews the application request |
The license manager is now notified. Her role is to review the consumer’s request, and approve or deny the installation. A license manager may deny the request if, for example, there are no free software licenses available to cover a new installation. If she approves the request, she may also choose, from the set of licenses to which the application is linked, a software license to cover the installation. The number of available entitlements for each license is displayed to help her make her choice. Since a license may not yet have been purchased for the consumer’s installation, it is not mandatory that she selects one at this stage. |
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5 |
Administrator assigns someone to install the application |
If the license manager approves the request, the workflow administrator must assign someone to install the application. Typically, this task would be given to someone from the workflow administrator group, such as a configuration manager. Alternatively, you may wish to create a new company to cover the people responsible for software installations. See Creating a New Company for details. |
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6 |
Installation is allocated to the license |
If the license manager selected a software license while approving the installation, she will now be required to complete a step which approves the allocation of the consumer’s computer or the consumer himself (depending on the license type) to that license in FlexNet Manager Suite. |
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7 |
Consumer is notified |
The last step of the workflow, whether the license manager denies the request (because, perhaps, there are no free licenses available and no budget in the company to purchase any new ones) or not, involves a notification being sent to the original consumer, telling him the outcome of his request. In addition, he can check the status of the workflow at any time. See Tracking a Workflow Request or Workflow Step’s SLA Status for details. |
See Also