Workflow

<< Click to Display Table of Contents >>

Navigation:  Fundamentals > Components and Concepts >

Workflow

Previous pageReturn to chapter overviewNext page

Cimera supports workflow. This means that an Item can be assigned to a User or a Group indicating that activity is now required by them.

 

An Item is deemed to be a Workflow item if

 

it has an Assignee field
This is configured by the Cimera Administrator by giving the Item Type the Assignee attribute (specifically FLD:O$CIASSIGNEE). This is achieved by making the Item Type inherit Inherit_Workflow_Item  or Inherit_Workflow_Version (TYP:@I_WORKFLOW_ITEM or TYP:@I_WORKFLOW_VERSION)
its current Status has been specified as a Workflow status.

 

All Item Types that support workflow will have an Assignee attribute that contains the group / user that the Item is currently assigned to. The user must be a registered Cimera user to participate in workflow.

 

 

Assigning

 

A workflow item can be assigned to a group or a user in the context of a group.

A workflow item can NOT be assigned to a user.

 

 

For example

Problem PR-123 can be assigned to

 the Development team,                                        Development

 or specifically to Dave in the Development team                Development\Dave

 but not to just Dave.                                        Dave

 

Dave may be in multiple groups and this item is being assigned to him because he is a member of that team and not just because it's Dave

Similarly:

 Testing

 Testing\Tina

 Analyst\Adam

 

are all valid Assignees. Tina or Adam are not

 

 

When an Item is assigned to a user then it will appear in their My Queue pane.

 

When an Item is assigned to a group (and not a user) then it will appear in the Group Queue pane for all users of that group.

The user can also select to see Items that are assigned to other users within the same group.

 

 

For example:

A Problem is created and is automatically assigned to the Problem Management group.

 

It now appears in the Group Queue for the users who are assigned to the Problem Management group.

 

A user within that group, and with the correct security privileges, can now assign it to themselves or to another user within the group.

 

It will now appear in that user's My Queue and no longer appear in the Group Queue (unless the Include those individually assigned check box is ticked)