FileNet P8 Platform, Version 5.2.1            

Analysis

Analyzing the environment requires several steps.

The analysis requires these steps:

Describe the work

List the operations performed by the various users.

Table 1. Users and typical operations performed by them.
User/Function Operation Performed
Clerks Add applications to the /NewAppls folder
Processors Participate in a workflow
Display credit card applications
Set status (a document property) to approved, denied, or pending
Move documents from /NewAppls to /Approved, /Denied, or /Pending folder
Analyst Participate in a workflow
Display credit card applications
Set status (a document property) to approved or denied
Manager Add documents to /ProceduresSource folder
Publish documents to /Procedures folder
Display credit card applications in all folders
Administrator Define and update workflows, publish templates, and document classes
Determine the access rights required for the work

List the access rights required for the folder and document operations.

Table of folder operations performed by users and the access rights required to do them.
Folder Operations Users Access Rights Required
Add document to the /NewAppls folder Clerks

View Properties

Add to Folder

View contents of /NewAppls folder Processors View Properties
Remove document from /NewAppls folder Processors

View Properties

Add to Folder

Add document to /Approved, /Denied, /Pending folders Processors

View Properties

Add to Folder

Add document to /ProceduresSource folder Manager

View Properties

Add to Folder

Publish document to /Procedures folder Manager

View Properties

Add to Folder

Display contents of /NewAppls and /Pending folders Manager View Properties
Table of document operations performed by users and the access rights required to do them.
Document Operations Users Access Rights Required
Display applications

Processors

Manager

Analyst

View Properties

View Content

Update application status (document property) Processors Modify Properties
Update application content Analyst

Modify Properties

Modify Content

Publish procedures (source) documents Manager

View Properties

View Content

Modify Properties

Publish

Use publish template to publish procedures Manager View Content
Define workflows, publish templates, and document classes Administrator None, the administrator has Owner Control. In the context of Workplace and Workplace XT, you might need access-role membership to define workflows. For more information, see PWDesigner.
Display and print procedures All users

View Properties

View Content

List the data objects

List the data objects that must be secured.

  • Document classes: CCAppls, CCProcedures
  • Folders: /NewAppls, /Approved, /Denied, /Pending, /ProceduresSource, /Procedures
  • Workflow: CCProcess
  • Publish Template: CCProceduresPublishing


Last updated: March 2016
p8psx001.htm

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