Creating a Workflow Definition - PAS ICS Integrity - 7.3 - Administration & Configuration - Intergraph

ICS Integrity Administration Guide

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English
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PAS ICS Integrity
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ICS
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Administration & Configuration
PAS Version
7.3

Once you import the PAS Workflow asset model, the Workflow link in the Admin Utility is available. The Workflow link opens the Workflows window, which allows you to define workflows with checklists to be assigned to cases for management of change (MOC). For more information about the complete workflow configuration process and the related tasks and requirements, see Steps for Workflow Configuration.

admin-workflow-create

Instead of creating a workflow from scratch, you may want to copy an existing workflow and the modify it to meet your specific needs. For more information, see Copying a Workflow Definition and Modifying a Workflow Definition.

To create a workflow definition:

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

  2. In the Workflow Definitions area, click Add to define a new workflow.

  3. Type the name for the new workflow, and then click OK.

  4. In the Workflow Details area, type or select the category in the Category field. When you type a new category and save the workflow, the new category is added to this list for use when defining workflows and common fields.

  5. If you want cases that use this workflow to be closed automatically when they move to the normal end state, check Automatic case closing upon completion.

    When a case transitions to the normal end state, Integrity checks whether that state has a checklist. If there is no checklist and you checked Automatic case closing, Integrity closes the case. If the normal end state has a checklist, Integrity cannot close the case. Once the checklist is completed and signed, Integrity closes the case.

  6. In the Workflow Details area, click Add State to define the beginning state.

  7. Type the name for the state, and then click OK.

  8. Click on the state to open the State Details area and drag the state to where you want it within the workflow area.

  9. Type a description for this state.

  10. Check the This is the beginning state check box. A workflow can have only one beginning state.

  11. Add additional states as needed by repeating Steps 6-9. In the State Details area, each state defaults to the normal path. For states that are not in the normal path, clear the This state is in the normal path check box.

  12. When you are finished adding states, click the end state and check the This is the end state check box to designate it as the final state.

  13. Connect the states by clicking on the edge of a state and dragging the cursor to the edge of the state to which the connection should be formed. A line with an arrow should be displayed from the one state to the next. Then, type a name for the transition and click OK.

  14. Click on each transition arrow and type a description for that transition in the Transition Details section of the window. If the transition requires an approval to proceed to the next state, check This transition requires approval. A transition that does not require an approval is approved by the current case owner.

    At least one transition in the workflow, such as the transition to the final state, must require an approval or you cannot publish the workflow.

  15. If you want to assign a checklist to a state, complete the following steps:

    1. Click on the state to assign a checklist to.

    2. In the State Details area, select the checklist to assign to the state. For more information about checklists, see Creating Checklists for Workflows.

  16. In the Workflow Details area, click Save.

  17. If you want to make the workflow available for use, publish the workflow by completing the following steps:

    1. In the Version area, click Publish current changes.

      If you attempt to publish a workflow without setting at least one transition to require approvals, Integrity displays a red exclamation point next to the Publish Workflow button and displays an error message. If this occurs, click OK to close the error message and make sure at least one transition requires an approval.

      If you have unsaved changes, you will be prompted to save your changes before proceeding. If this occurs, click OK to close the message, and then click Save.

    2. Click Yes to confirm publication of the workflow.