Creating Checklists for Workflows - Honeywell DOC4000 - 7.3 - Administration & Configuration - Intergraph

DOC4000 Administration Guide

Language
English
Product
Honeywell DOC4000
Subproduct
Cyber
Search by Category
Administration & Configuration
PAS Version
7.3

When a case is created, the case is assigned a workflow definition. The case is then updated as each state of the workflow definition is achieved. To document the transition from state-to-state, you can create a checklist that must be completed prior to a state being considered complete. Each checklist can include a variety of items on the checklist:

  • Check Box - a true/false item that the user can check to indicate completion.

  • Radio Buttons - an item that has multiple choices, but the user can select only one.

  • Text Entry - an item that includes a text box to allow the user to type information.

  • Fixed Text - an item that can provide a heading, description, or identification for other items.

  • Hyperlink - an item that the user can click to open a web page when provided with the proper URL.

  • Dropdown List - an item that includes a drop-down arrow to allow the user to select a single value from the list.

  • Date Selector - an item that includes a calendar to allow the user to select a date.

  • Attach File - an item that includes a Browse button to allow the user to upload a file.

  • Signature - an item that includes a check box to indicate a signature.

  • Reconciled Changes - an item that allows the user to type additional comments about changes.

  • Proposed Changes - an item that allows the user to identify proposed value and setting changes. You can customize this item to provide a grid with multiple columns. You can specify the header text and data type for each column, as well as predefined values if you select a drop-down list data type. To use data from PSI in checklists and workflows, you need to provide the PSI web server name. For more information, see Using PlantState Integrity (PSI) Data within Workflow Definitions.

  • Equipment - an item that identifies equipment state information. To use data from PSS in checklists and workflows, you need to provide the PSS web server name. For more information, see Using PlantState Integrity (PSI) Data within Workflow Definitions.

  • Transition Approvals - an item that allows the user to reassign the case to other approvers of the state. This functionality is replaced by the Reassign Approvers button on the detail viewer for a case.

  • Policy & Current Version Selector - an item that allows the user to select the policy name and current version. This item is used by the default Test workflow for patch management.

  • Policy & New Version Selector - an item that allows the user to select the policy name and new version. This item is used by the default Test workflow for patch management.

  • Policy Details - an item that allows the user to select the policy name, current version, new version, and a link to the associated test case. This item is used by the default Implementation workflow for patch management.

You can identify which items are required. The checklist displays a red asterisk next to each required item to indicate to users which items are required. A single item, Check Box or Signature, can designate that the section is complete.

If you want to add a section that provides lines of instruction and is not required to complete the checklist, select the section, and then check the This section is for information only check box at the top of the Sections tab.

To create a checklist:

  1. In the Admin Utility, click the Workflows link.

  2. On the Workflows window, click the Create and Edit Checklists link in the Workflow-related Tasks area.

  3. In the Checklist Builder window, click Add to create a new checklist.

  4. Type a name for the checklist in the Checklist title field, and click Save.

    admin-workflow-checklist

  5. If you want to create a section, complete the following steps:

    1. Click the Sections tab.

    2. Click Add, and then click on the new section in the right pane.

    3. In the Section title field, type a name for the section.

  6. If you want to add items to a section, complete the following steps:

    1. In the right pane, select the section you want to add items to. The section should be expanded in the right pane.

    2. On the Sections tab, click the arrow button next to the item you want to add to the checklist section. Available items include instructions (fixed text), check boxes, radio buttons, text boxes, and more.

    3. In the right pane, click on the new item to open the Items tab so you can type a label for the item and specify other options, such as values if you are creating a list.

      If you specify a value in the optional Item Name field, that item is displayed as a column in the case summary, unless the value is enclosed in square brackets. Some features, such as patch management, use square brackets and specific names to identify items with values to use within that feature.

  7. Make sure each section, other than informational sections, has a check box or a signature field to indicate the section is complete. In each section, click the appropriate check box or signature field in the right pane, and check the Indicates that the Section is complete check box on the Items tab.

  8. On the Checklists tab, click Save.

  9. Click the Publish current changes link to finalize the checklist so that it can be assigned to a state.

  10. Click Yes to confirm publication of the checklist.