Transcript Tailoring Innovator

Advanced Administration
Workflow Design and Management
Aras Corporation
300 Brickstone Sq, Suite 904
Andover, MA 01810
(978) 794-7643
www.aras.com
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Outline
1. Workflow Basic Concepts
2. Innovator Workflow Overview
a) Data Model
b) Permissions, Identities and Assignments
3. End-User Interface
4. Exercise 1 – First Simple Workflow
5. How-To Workflow
6. Advanced Workflow Topics
a) Exercise 2
b) Exercise3
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Workflow Basic Concepts
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Why Workflow
 Automate multi-step processes
 Alert users when an action needs to be taken
 Electronic approval signatures
 Keep a permanent record of decisions made
 Drive repeatable, predictable, business processes
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Workflow Engines
Models
Messaging based
 Emails routing from one mailbox to next
 Send and forget (no way to find current
location)
Database based
 Emails are sent to engage
 Current location stored in DB
 Each action updates the DB
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Workflow Engines
Features
 Serial steps - Parallel steps - Looping

 Activities assigned to programs

 Activities assigned to people
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 Activity Sub-Tasks

Microsoft Enterprise Open Source
 Sub-Workflows (hierarchies)

 Automatic Branching logic

 Dynamic assignments

 Group assignments (pooling)

 Delegation / Escalation / Task Refusal

 Voting logic {equal votes, veto votes, weighted voting}

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Outline
1. Workflow Basic Concepts
2. Innovator Workflow Overview
a) Data Model
b) Permissions, Identities and Assignments
3. End-User Interface
4. Exercise 1 – First Simple Workflow
5. How-To Workflow
6. Advanced Workflow Topics
a) Exercise 2
b) Exercise3
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Innovator Workflow
Data Model
Workflow Item
ECR Process
Activity Item
Submit ECR Form
Path Item
Done
Activity Item
Review ECR Form
Path Item
OK
Activity Item
Approve ECR
Identity Items
CM I, Management
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Innovator Workflow
Data Model
ItemType
Workflow Map
ECR Process
ECR
ECR
Items
ECR 001
ECR 104
Workflow
Processes
ECR 001
ECR 104
ECR 356
ECR 356
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ItemTypes & Workflow Maps
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WFL Process instance is created
Automatically with the Item Instance
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Identity Membership Management
Activity Item
Review ECR Form
Assignment
Virtual Identity
“World”
Group Identity2
Relationship
“All Employees”
Assignees
Engineers
Purchasing
Manager
Member
Group Identity1
Group Identity3
“Engineers”
“Purchasing”
Item
Member
Permission_id
ECN 123
User Identity
Property
“Ron Regan”
Permission Set
Engineers
Purchasing
Ron Regan
Creator
Owner
Manager
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– G,U
–G
– G,U,D
– G,U,D,C
– G,U
– G,U,C
Alias
Logon User
“USC091”
aras.com
Workflow - Lifecycle
 People
 Short Activities
 Email Notifications
Workflow Process
ECN 123456
Description
Effectivity
Originator
…
Lifecycle Map
 Permissions
 Integration Events
 CM Behaviors
 Email Notification
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Outline
1. Workflow Basic Concepts
2. Innovator Workflow Overview
a) Data Model
b) Permissions, Identities and Assignments
3. End-User Interface
4. Exercise 1 – First Simple Workflow
5. How-To Workflow
6. Advanced Workflow Topics
a) Exercise 2
b) Exercise3
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In Basket
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Graphic Process Monitoring
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Completing an Activity
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Outline
1. Workflow Basic Concepts
2. Innovator Workflow Overview
a) Data Model
b) Permissions, Identities and Assignments
3. End-User Interface
4. Exercise 1 – First Simple Workflow
5. How-To Workflow
6. Advanced Workflow Topics
a) Exercise 2
b) Exercise3
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Exercise 1
Prototype Item Type
Prototype Requisition Workflow Map
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New Workflow Map
Use Right
Mouse
menu’s to
Edit the Map
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Exercise 1 Steps
1. Create new Workflow Map
A. Add Activities – with Assignees
B. Add Paths with Votes
C. Save
2. Edit the Prototype Itemtype
A. Set the new Workflow Map as an Allowed Workflow
B. Set the Default Flag (for auto-start)
3. Create a new Instance of Prototype and Save
4. Check your InBasket
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Outline
1. Workflow Basic Concepts
2. Innovator Workflow Overview
a) Data Model
b) Permissions, Identities and Assignments
3. End-User Interface
4. Exercise 1 – First Simple Workflow
5. How-To Workflow
6. Advanced Workflow Topics
a) Exercise 2
b) Exercise3
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How-To Workflow
Gather data first
1. Process map the business process with users
 eliminate Non Value Added work
 build consensus
 identify process owner
2. Complete a new Item worksheet for parent
Item, if needed
3. Complete a Workflow worksheet
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How-To Workflow
Worksheet
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How-To Workflow
Development
In Innovator
4.
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Create required Identity’s for assignments, members and groups
Create a new Workflow Map
Draw map with Activities and Paths
Make sure Path from Start is Automatic & Default
Add assignments to activities, voting weight at least100
Add Tasks to Activities
Save Workflow Map
Create new parent ItemType, if needed
Add Allowed Workflow, make it default
Save parent Item Type
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How-To Workflow
Development
To test a new Workflow Map
 Create a new instance of parent Item
 Check that Workflow Process is created
 Check that Assigned Identities have Assignment’s in
their InBasket
To inspect an active or closed Workflow Process
 Open instance of parent Item
 Views>>Workflow
 Highlight process, right click, select Workflow Process
 Double-click activities to drill down
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Outline
1. Workflow Basic Concepts
2. Innovator Workflow Overview
a) Data Model
b) Permissions, Identities and Assignments
3. End-User Interface
4. Exercise 1 – First Simple Workflow
5. How-To Workflow
6. Advanced Workflow Topics
a) Exercise 2
b) Exercise3
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More Advanced
• Activity Tasks
• Emails
• Assignment and Routing Logic
• Dynamic Assignments with Methods
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Activity Task
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Email Notification
 To User’s email address, defined by Identity
 “All Assignments”= all assigned to Process
 “Open Assignments”= all open for Process
 “Closed Assignments”= all closed for Process
 “From Identity” only for Refuse/Delegate
 “To Identity” only for Refuse/Delegate
 “Alternate” = individual User
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Exercise 2 - Email
Configure an Email message on the first workflow
1. Edit the Workflow, and on the first Actity add an Email notification
a) Create Email Item with Variables
b) Select Event
2. Create a new instance of Prototype to test the Email Messages
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Assignment & Routing
Logic
 Assign to Identity representing roles rather than
individuals
 Assignees do the work, and vote on outcome
 Three ways to create Parallism
 Consider how the following action is to be decided
 by one person alone
 By any one person from a group
 By a dispatcher who assigns work
 By everyone in a group
 Allocate properties accordingly
 Required, For All Members, Voting weight
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Assignment & Routing
Logic
 Activity level
 “Wait for all inputs” = wait until all parallel paths have arrived
before completing
 “Wait for all votes” = wait until all assignment votes are in before
completing
 Voting weight 100+ for at least one path required to complete
 Assignment level
 “Required” = this Assignment must be voted to complete
 For all Members = all members of assigned Identity share equal
voting weight
• If not checked, any single member votes with assigned voting
weight
 Voting weight set for each Assignment
 Total voting weight can be >100
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Assignment & Routing
Logic
Delegate
Send to someone else’s inBasket
Refuse
Send to “Escalate To” Identity or
“Process Owner” Identity if no escalate
Specific emails available for these votes
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Exercise 3
Using Workflow Methods for Dynamic Assignment
1. Download the Workflow Automation Package (good sample code)
2. Remove the Assignee from the 2nd Activity
3. Create a Server method on the OnActivate event
4. In the Method, Assign the Activity to yourself.
5. Save the Workflow Map
6. Create a new Instance of Prototype to test.
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