In this exercise, you create a customized workflow without approve/reject activities. This workflow will be applied to chapters such as the cover page or tables of content.
1. Create a new workflow called 2-eye principle_xx, based on the following diagram.
Figure 20: Diagram of the 2-eye principle workflow
2. Define the workflow steps and linked statuses. 3. Define the activities.
4. Define the Start step and End step.
5. Upload the diagram of the workflow (file: Workflow_2-eye_image.gif) 6. Test the workflow with the workflow tester.
Solution 9
Configure a Customized Workflow
In this exercise, you create a customized workflow without approve/reject activities. This workflow will be applied to chapters such as the cover page or tables of content.
1. Create a new workflow called 2-eye principle_xx, based on the following diagram. a) In the Administration functional area, choose Workflow.
b) Choose New Workflow.
c) In the Name field, enter 2-eye principle_xx. d) Choose OK.
Figure 20: Diagram of the 2-eye principle workflow
2. Define the workflow steps and linked statuses.
a) For each workflow step, perform the following actions: b) Choose New step.
c) In the Name field, enter the step name
d) In the Linked status dropdown list, select the relevant status. e) Choose the Step link.
3. Define the activities.
a) For each activity, perform the following actions: b) In the Steps tab, select a step.
e) Choose New activity.
f) In the Name field, enter the activity name.
g) In the Next step dropdown list, select the next step. h) Choose OK.
i) Click the Steps link.
4. Define the Start step and End step.
a) Click the 2-eye principle_xx link to display the first page of the workflow definition. b) In the Start step dropdown list, choose Open.
c) In the End step dropdown list, choose Completed. d) Choose OK.
5. Upload the diagram of the workflow (file: Workflow_2-eye_image.gif) a) In the Workflow tab, choose Edit workflow.
b) Choose Browse, select the Workflow_2-eye_image.gif file and choose Open. c) Choose Change picture.
d) Choose OK.
6. Test the workflow with the workflow tester. a) In the Workflow tab, choose Edit workflow. b) Choose Test workflow.
c) Click the activity links to change to the next step. d) Close the Workflow test window.
7. Activate the 2-eye principle_xx workflow. a) Choose Activate workflow.
Workflow Inheritance
When you create a report, you assign a workflow to this report.
By default, this workflow applies to any chapter and sub-chapter, but you can choose to apply a different workflow at chapter level.
To do this, in the Report functional area, select the chapter to which you want to apply a different workflow, and choose the Workflow tab.
Note:
Applying a different workflow to a chapter is only possible when the parent workflow has the Stopped or Initializing status.
Workflow Notifications
You can configure the application so that a notification e-mail is sent to the workflow owner when an activity is triggered on a chapter.
There are three options:
● No notification
● Optional: you can decide if you want to send a notification e-mail. ● Mandatory: the system sends a notification e-mail.
The Administrator can customize the email template. To identify the location of this template, choose Administration → System configuration → E-Mail.
LESSON SUMMARY You should now be able to:
● Configure a workflow
● Define the workflow for specific chapters ● Configure workflow notification
Unit 3
Learning Assessment
1. You can assign permissions directly to users.
Determine whether this statement is true or false.
X True X False
2. Global permissions can be overruled at the report or chapter level
Determine whether this statement is true or false.
X True X False
3. When a chapter has reached the End step of its assigned workflow, it can no longer be edited.
Determine whether this statement is true or false.
X True X False
4. You want to prevent a Standard-Editor user from editing a chapter when the chapter's status is Finished. How do you configure the workflow?
Choose the correct answer.
X A You add an Activity condition on the activity Finish. X B You add a Step condition on the workflow step Finished.
5. You can edit a chapter when the status of its assigned workflow is Report in progress.
Determine whether this statement is true or false.
X True X False
Learning Assessment - Answers
1. You can assign permissions directly to users.
Determine whether this statement is true or false.
X True X False
You assign roles to the users.
2. Global permissions can be overruled at the report or chapter level
Determine whether this statement is true or false.
X True X False
You cannot add or remove global permissions (granted by a global role) at the report or chapter level.
3. When a chapter has reached the End step of its assigned workflow, it can no longer be edited.
Determine whether this statement is true or false.
X True X False
A chapter that has reached the End step of its workflow can no longer be edited.
4. You want to prevent a Standard-Editor user from editing a chapter when the chapter's status is Finished. How do you configure the workflow?
Choose the correct answer.
X A You add an Activity condition on the activity Finish. X B You add a Step condition on the workflow step Finished.
5. You can edit a chapter when the status of its assigned workflow is Report in progress.
Determine whether this statement is true or false.
X True X False
When the workflow of a chapter has the Report in progress status, this chapter can no longer be edited.
UNIT 4
Chapter Creation
Lesson 1
Creating Chapters 118
Exercise 10: Create Chapters 123 Exercise 11: Upload Chapter Files 127
Lesson 2
Configuring Chapters 130
Exercise 12: Configure Chapters 133
UNIT OBJECTIVES
● Define the report structure ● Manage the content files ● Configure chapter access ● Modify chapter workflow
● Apply a Word template to chapters/reports ● Configure chapter parameters