Creating the First Workflow Phase
Workflow Manager 6.5
The first workflow step of the first workflow phase in a template is a data collection phase, and the questions asked of the person submitting the workflow are defined using a data group. Each template must have at least one such data group associated with it (as described in Creating Data Groups). To integrate your data group with the first workflow step, you must create a workflow phase of type Data Entry Phase, as described below.
To create the first workflow phase of a template:
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Click the Add a New Workflow Phase button in the Data and Workflow Phase tree: |
The Workflow Phase Details view opens.
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Identify the workflow phase by entering a name in the Workflow Phase name field. |
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Select Data Entry Phase from the Phase Type list. |
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Click the Create button. The workflow phase name is added to the list in the Data and Workflow Phase tree. |
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Your next task is to create a step to associate with your data group. To do this, click the Add a New Workflow Step button in the Data and Workflow Phase tree. The Workflow Step Details view is displayed. |
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Enter a name for your workflow step in the Workflow Step Description field. |
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Select Data Entry/Edit from the Step Type list. |
Tip: Since this is the first phase and first workflow step, Data Entry/Edit should be the only available option.
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If you want to exclude the time it takes to complete this data entry workflow step from the workflow request’s SLA (Service Level Agreement) calculations, clear the Track for Workflow SLA option. If this option is selected, the time is tracked from the moment the request is submitted. |
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If you want to instruct Workflow Manager to send out an email alert and change the workflow step’s SLA Status when a duration threshold is reached, select the Track for Workflow Step SLA option and enter a value in the Due Period and Risk Period fields. |
Note: For more information on SLA tracking of a workflow step, see SLA Settings on a Workflow Step.
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Click Create. The new workflow step is now listed as a child of your workflow phase in the Data and Workflow Phase tree. |
See Also
Initiating the Template
Creating Data Groups
Creating Subsequent Workflow Phases
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