Unit 16: Fourth Test

Use

In your structural organization that you adjusted in Unit 14: Adjusting the Staff Assignments, your colleague takes over the tasks of the superior. As the requester, you must start the workflow. The work item for checking the request will then be sent to the Business Workplace of the superior.

Procedure

Procedure as requester

  1. Choose Start of the navigation pathTools Next navigation step Business Workflow Next navigation step Development Next navigation step Runtime Tools Next navigation step Start WorkflowEnd of the navigation path.

    All of the workflows that you are allowed to start are listed on the left-hand side of the screen. A description of the selected workflow is shown on the right.

  2. Select your workflow and choose Start.

    The work item for creating the notification of absence is proposed to you immediately for processing.

  3. Fill out the notification of absence and choose .

You have now submitted your request and your superior must decide whether to approve it. Since you are not now the recipient of the next work item, advancing with immediate dialog does not have any effect.

Procedure as superior

  1. Choose Start of the navigation pathOffice Next navigation step WorkplaceEnd of the navigation path to start the Business Workplace.

  2. Choose Start of the navigation pathInbox Next navigation step WorkflowEnd of the navigation path to start the Business Workplace.

    The request awaiting approval is displayed as a work item in this folder.

  3. Select the work item.

    The task description of the task is displayed in the work item preview. As you can see, the expressions used in the task description have been replaced with the current content.

  4. Choose but do not approve the request.

  5. Choose .

    You are now in your Business Workplace. The work item you have just executed is no longer displayed in the list.

Procedure as requester

  1. Choose Start of the navigation pathOffice Next navigation step WorkplaceEnd of the navigation path to start the Business Workplace.

  2. Choose Start of the navigation pathInbox Next navigation step WorkflowEnd of the navigation path to start the Business Workplace.

    This folder contains a work item awaiting a user decision.

  3. Select the work item and choose .

  4. Select Revise application in the user decision dialog box.

    Since the flag Advancing with dialog is set in the step definition for the activity Revise notification of absence, the request is immediately presented to you for revision. If this flag is not set, you must execute the work item from your Business Workplace.

  5. Change the request, choose and then .

    You are now in your Business Workplace. The work item you have just executed is no longer displayed in the list.

Procedure as superior

If you have not closed your Business Workplace, choose to refresh the work item display.

You have received the request from the requester again. They can proceed as above to approve the request or reject it again. This workflow does not have a modeled response to a situation in which the requester and superior do not reach agreement. The workflow definition can easily be enhanced for this case (for example, automatic notification of another person if the request switches between workflow agent and the department manager multiple times).

Reporting and analysis with the workflow log

Start the workflow several times together with your colleague and try out the alternatives. These alternatives can then be analyzed using work item analysis or the workflow outbox.

You use the workflow log in this unit. If the workflow you want to analyze is displayed in the work item analysis or in the workflow outbox, select the entry and choose . The workflow log provides information about all the stages of processing. This includes the following:

  • Which steps were executed?

  • Who was the agent?

  • When was processing carried out?

  • What was the result of the processing?

If the workflow log is displayed with ActiveX, you can view the various steps in the workflow in the form of a graphic. Select for this. For more information on the workflow protocol, see Workflow Protocol: Standard View and on ActiveX display see Personal Settings.