Administration Pages and Views

Workflow Manager 6.0

The section includes descriptions of pages and Views used to perform Workflow Manager administrative tasks:

Administration Related Pages and Views

Option

Description

Calendar Settings Administration Page

Specify the calendar settings to use when reporting on request compliance with project Service Level Agreement (SLA) due dates.

Company/Business Unit Administration Page

Create and edit companies.

Deployment Site Administration Page

Create and edit deployment sites that have been created for all consumer companies.

Email Settings Administration Page

Set the default email notification options for new projects.

Project Permission and Notification Settings Page

Assign role permissions and email notification settings to either to individual workflow steps or to an entire workflow phase.

Project Administration Page

Create or edit a project.

System Settings Page

Set the system user account.

Template Administration Page

Create, edit, or copy a template.

Workflow Status Administration Page

Use to add or edit workflow statuses, a user-configurable field you can use to assign metadata to a request which can be used when performing searches and generating reports.

External Data Sources Administration Page

Create, update, or delete a database connection.

External Web Services Administration Page

Create, update, or delete a connection to an external web service.

Approval Administration Page

Create, update, or delete approval templates.

Terminology Customization Page

Change the terminology used throughout Workflow Manager.

Note: The availability of these pages for a particular user is dependent upon the user’s assigned roles. See Managing Roles and Permissions.