Understanding States, Transitions, and Checklists - PAS Integrity Software Suite - 7.3 - Help - Intergraph

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Each workflow definition includes a beginning workflow state, one or more additional states, one or more transitions per state, and one or more end states. The states defined for a workflow definition are the major steps in the process, such as Initiate, Evaluate, and Implement. For example, consider the following example process.

admin-workflow-overview

Each workflow has one beginning state, which is the first state you add to a workflow definition. Each workflow can have only one beginning state. In the previous example, Initiate is the beginning state.

Each workflow has a set of states that identify the desired path. These states and the transitions along the desired path are known as the normal path. In the previous example, Initiate, Evaluate, Approve, Implement, and Startup are the normal path.

You can include additional states and transitions in a workflow to define alternate paths. When you view the progress indicator for a workflow, states in an alternate path are indicated by an alternate color.

Each workflow definition can have one or more end state. Once a workflow case reaches an end state, the case is complete and excluded from the list of active workflows. In the previous example, Startup and Close are end states.

A transition provides a link from one state to the next state. Transitions identify the benchmarks or milestones achieved so the process is ready to advance. Transitions are assigned a From state and a To state. You can also configure email alerts for each transition with notes pertaining to the transition. In the previous example, an Approve transition for the Initiate state links to the Evaluate state and indicates that once the Initiate state is completed and approved, the evaluation process can begin. The Approve state has the following possible transitions: Approve, Re-evaluate, and Deny.

To document the transition from state-to-state, you can create a checklist that must be completed prior to a state being completed. Each checklist can include a variety of items, such as check boxes, radio buttons, text fields, and signatures. When a case is assigned to a user, that user completes the checklist for the current state and can indicate when it is ready for approval.