IBM Enterprise Records, Version 5.1.+            

Create and modify workflows

Each workflow has a workflow definition, which is a processing template that sends work to participants, and includes data, attachments, and other information needed to complete the work. A workflow definition specifies the sequence of activities to accomplish when a workflow launches until the workflow is completed or cancelled. 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. Alice is a user who is assigned to the Everyone group. She needs to add a record folder to a category, but she only has permission to view properties. Because a records manager must approve the adding of a record folder to a category, Alice launches the Create Record Folder workflow, and specifies information about the record folder that she wants to add.
  2. After Alice enters the details, a request is sent to Tom, who is a Records Manager. He can choose to approve or deny Alice's request to create a record folder.


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Last updated: August 2011
create_and_modify_workflow_definitions.htm

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