Change Workflow gives you a regular insight into what is occurring within your Change processes, the people involved, and a sense of how effectively your team meets its deadlines.
You can create workflows for each Changes Type with assigned Permission Roles or User Groups.
Settings > Customization > Changes > Statuses
Create a Workflow
To create a workflow for a Changes Type:
- Navigate to the ‘Customization’ page.
- Click Changes.
- Click Status.
- Click Open Changes Workflow Diagram window. ‘Change Workflow Diagram’ dialog displays.
- Select a Change Type from the drop-down.
- Drag and drop statuses from the Available statuses column for the workflow.
Remove statuses from the workflow by clicking .
Delete the connections by double-clicking them.
Set Status Order Priority
Set the order priority of the Status in the workflow or Status field by entering a number in the bottom right corner box:
- Statuses must have an order priority number to appear in the workflow or the Status field.
- Numbers must be positive integers, for example, 1, 2, 3. Zero is also acceptable.
- Numbers must be unique. For example, if you enter 1, 2, 2, 3, only one of the ‘2′ Statuses appears in the Status drop-down menu.
Change Workflow Diagram Options
- Select an SLA Breach Time to set how much time users have to move to the next Status before it is in breach.
- Select an SLA Breach State Color from the drop-down menu.
- Select an SLA Breach State Font Color from the drop-down menu.
- Select the Permissions User Groups / Roles that may update the workflow.
Copy a Workflow
You can save time by copying workflows instead of recreating them from scratch.
To copy a workflow:
Your changes will be saved and a confirmation message will display.
While copying a workflow to another, if you select a Change Type for which a workflow exists, the following alert message displays. In this case, click if you want to overwrite the existing workflow with the copied workflow.