Workflow Manager 6.5
Create projects for sets of workflow requests with the same SLA (service level agreement) conditions. Each project must be associated with a workflow template, a workflow administrator company and a consumer company. You may also want to revisit email notification settings, since the default values defined for your project will be applied to each new workflow request.
To create a new project:
| 1. | Click the Projects hyperlink in the Administration menu of the administrator Home page. The Project Administration page appears. |
| 2. | Click the Add... button. The Project Details page opens. |
Tip: The Add... button will be disabled if there are only global workflow templates available for your company. Such templates are identified by the word Global in the Library field of the Template Administration page. Before proceeding, ensure you have created at least one private template for your company, perhaps by copying an existing global template if there is one appropriate to your project. See Creating a New Template or Copying a Template for details.
| 3. | Enter the details of your new project. You will need to assign a template, a consumer company, and a contact from both your workflow administrator company and the consumer company you have selected. See Project Details Page for more information. |
| 4. | Click the Update button. The Project Details page closes, and the new project appears in the list on the Project Administration page. |
| 5. | When a project is created, it is assigned the permissions and notification settings that were defined in its associated workflow template (as described in Assigning Permissions and Notification Settings on a Workflow Template). However, on the Project Permission and Notification Settings page for a project, you can edit the project’s initial role permissions and email notification settings |
To review and possibly update default permission and email notification settings, reopen the project by clicking its Select hyperlink, and click the Set Project Permissions & Notifications hyperlink in the quick links area. The Project Permission and Notification Settings page open. See Defining Project Permissions and Notifications and Setting Email Notification Defaults for New Workflow Requests for more information.
See Also
Viewing or Changing an Existing Project
Managing Project Policy Documents
Workflow Manager 6.5 / AdminStudio Enterprise Server 11.5 Help LibraryDecember 21, 2012 |
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