IBM Enterprise Records, Version 5.1.2    

Create and modify workflows

Each workflow has a workflow definition, which is a processing template that sends work to participants. This definition includes data, attachments, and other information needed to complete the work. A workflow definition specifies the sequence of activities to accomplish when a workflow runs until the workflow is completed or canceled. You can modify existing workflow definitions as required for your organization.

You can add or delete steps, modify the sequence of events, or change other parameters. For example, the Create Record Folder workflow is designed for users who do not have the required security permission to add a record folder in a file plan. The default workflow sequence of the Create Record Folder workflow is as follows:
  1. You are assigned to the Everyone group. You need to add a record folder to a category, but you have permission to only view properties. Because a Records Manager user approves the adding of a record folder to a category, you run the Create Record Folder workflow. You specify information about the record folder that you want to add.
  2. After you enter the details, a request is sent to a Records Manager user. The Records Manager chooses to approve or deny your request to create a record folder.


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Last updated: November 2013
create_and_modify_workflow_definitions.htm

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