Steps for Workflow Configuration - PAS Integrity Software Suite - 7.3 - Administration & Configuration - Intergraph

Integrity Administration Guide

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English
Product
PAS Integrity Software Suite
Subproduct
Cyber
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Administration & Configuration
PAS Version
7.3

To make workflows available in the Integrity web interface, you need several items:

  • Your Integrity license must include workflows.

  • An administrator needs to load the PAS Workflows asset model. This model is a customer model, which stores implementation details within the model. Therefore, once you load and configure the PAS Workflows asset model, you should not upgrade this asset model. For more information, see Loading (Importing) Asset Models.

  • An administrator must create and configure one or more workflow definitions using the Admin Utility.

The following list guides you through the remaining topics in this section to create the specific workflow definitions you need.

  1. Identify your work processes for which you want to use workflow cases to document, track, and streamline the process. In some areas, such as change tracking, the product can use workflows to extend the functionality. For more information about configuring workflows for specific features, see the following topics:

  1. Define common fields to use in workflow cases. The common fields describe the work to be completed and allow the user to add information about the work. You must at least define a location field. For more information, see Defining Common Fields and Defining the Location Common Field for Workflows.

  2. Review the default workflow case numbering. If you want to customize this numbering, define the common fields you need. You can also modify the CreateCaseID function to meet your specific needs. For more information, see Understanding Workflow Case Numbering.

  3. Create checklists to use for completing specific states (stages) within workflows. For more information, see Creating Checklists for Workflows.

  4. If you want to use PSS data within a workflow definition, specify the PSS server in the Integrity configuration file. For more information, see Using PlantState Integrity (PSI) Data within Workflow Definitions.

  5. Create the workflows you need. For more information, see Creating a Workflow Definition.

  6. If you want to use case type selection fields to determine which workflow to use when creating a case, set the values for each case type common field that are associated with a defined workflow. For more information, see Configuring Case Type Selection Properties.

  7. Specify which users and groups are assigned to checklists and transitions. For more information, see Assigning Users to Transitions and Checklists.

  8. Set up email notifications. For more information, see Configuring Email Message Templates, Configuring Email and Approval Rules, and Configuring Email Notifications for Errors.

  9. Select the types of objects that can be associated with a case. For more information, see Associating Object Types with a Case.

The following topics provide additional information about workflows: