Transcript Business Optix: Sales strategy

Business Optix Library Service – Workflow
www.businessoptix.com
Library Service – Workflow
 The Business Optix Library Service provides both standard and customerconfigurable workflows
 As standard, the service offers an Approval workflow, which takes a modified
model version through Review and Approval cycles before ‘publishing’ it to the
Stakeholders folder for general distribution
 Because the Approval workflow is a Business Optix model, customers can tailor
it using WorkPad to suit their specific requirements
 Customers can also create their own workflows, and have them triggered either
o By user request (when saving a model to the library), or
o Automatically, whenever a file is moved into a specified folder
Starting the Approval workflow
To send a model to the standard Approval workflow, you
need only:
 Specify the Author and Owner, and their email
addresses, in the model’s Document Control page
 Similarly specify the Reviewers and Approvers, in the
Stakeholders area of the Model Explorer...
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Select the stakeholder Type (Reviewers, then Approvers)
Click the [+] button to start adding a user
Enter the user’s name and email address
Click OK to add the user to the list
 While working online, select Save As from the
application menu
 Select Approval from the Send to Workflow dropdown,
and click OK
Completing the Approval workflow
Once started, the Approval workflow will:
 Generate HTML for review and approval
 Send an email to the owner, author and
reviewers with a link to the HTML
 Allow the reviewers to add comments to
the HTML
 After a preset Review period, move on to
the Approval stage (and email the owner,
author and approvers)
 Unless the workflow is cancelled, after a
further period it will ‘publish’ the model
and all its documentation to the
Stakeholders folder
 At any stage, the author can review the
comments just by opening the original
model
Cancelling an Approval workflow
To cancel the workflow at any time:
 Open the Approval folder in the library’s Workflow
folder
 Open the sub-folder whose name is the current
workflow step
 Delete the workflow .url file
Customizing the Approval workflow
It is easy to customize the Approval workflow using
WorkPad:
 Open the Approval model in the library’s Workflow
folder
 Add, remove or edit steps in the diagram
 Save the workflow
For each workflow step, you can specify:
 The name, next step, timeout (in days), whether to
create a copy (as opposed to a shortcut) of the original
model, and whether to clean up on completion
 Who to email, and the email content, when the step is
started
 What documentation to produce
 Any server-side script to be run
Creating new workflows
You can create new workflows too:
 Create a New Model and select Workflow
 Add and set the properties of each required step
 As well as the workflow steps used in Approval, you
can use the (default) Folder type...
 This adds a Location property: click the link symbol,
then select any folder in the library...
 ...to have the workflow started automatically
whenever a new model (or version of a model) is
saved to that folder
 Check the Check subfolders? box to include all
subfolders of your selected location – if left
unchecked, only the folder itself will be monitored