LLECM E0 BAS - C1 - Automate Business Process Design
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Transcript of LLECM E0 BAS - C1 - Automate Business Process Design
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10 July 2013 TCS Public
Livelink Workflow Design Part 1 TrainingChapter 1 Automated Business Process Design
Livelink Enterprise Content Management System
Livelink CoE BIPM Practice
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1 Day CourseAutomate Business Process Design
Design a Workflow Map
Flexible Workflow Routing
Work Package Configuration
Workflow Time Management
Manage Workflow Instance
Lab Exercises
Livelink Workflow Design Part 1 - Training Plan
Workflow Design
Part 1
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Automate Business Processes
Workflow User Types
Initiate Workflows
Work Packages
Chapter 1 Automate Business Process Design - Contents
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Automate Business Processes
Livelink provides Workflows to automate business processes
Workflow predefines a sequential path that a business process should follow, from
start to completion and involves multiple users and tasks Workflow Map is used to design a business process in Livelink
Workflow Map has a graphical authoring tool called workflow Painter
Workflow Painter has a predefined set of workflow steps
In Workflow Painter, drag-and-drop steps and connect steps to define a process
To make effective design, a Workflow chart must be developed and each function
should be broken down into steps
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Workflow User Types
Workflow steps define work assignment and events in a workflow
Each workflow step is associated with a definite functionality
Livelink users and groups can play different parts in a Workflow such as
Designer, adds Workflow Map to Livelink, defines process and work package
Initiator, initiates a Workflow Map to start a Workflow process
Assignee, is a participant in a process assigned a task to complete
Manager, monitors status of a Workflow or assigns tasks to users or groups
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Initiate Workflows
To start a business process in Livelink, initiate a Workflow
When initiated, Livelink creates a working copy of a Workflow Map and executes it
Any work that occurs during execution of business process is stored within a Workflowinstance
User should initiate workflow map to execute a business process at any time
At initiation, Initiator may perform few functions as designed by Workflow Designer such
as specify Due Date for completion, attach file, etc
Once initiated, active workflow appears in My Workflows page of an Initiator
To initiate a workflow, user should have See Contents permission on a Workflow Map
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Work Packages
Workflow Work Package is instructions, tasks, files, and other information that are used
in a Workflow
Work Package is composed of following elements Attachments
Attributes
Comments
Roles
Forms
When user initiates a workflow or performs tasks assigned in a workflow, user can View, modify, and add information to Work Package
Depending on workflow design and permissions, user may or may not be able to view,
add, or modify all work package items
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Work Packages - Attachments
Attachment is a Livelink item or a file that contains information related to Workflow
As part of completing a step task, user can review, edit, or add a Workflow attachment
StepsAttachments pageprovides access to a workflow instances attachments
Attachments Folder is a special Livelink Folder that stores attachments for a Workflow
instance
Users having required permissions can add Attachments from Livelink orDesktop
When Delegate orSend a Workflow Step for Review to a sub-Workflow, user can specify
to pass workflows attachments to sub-Workflow
Passing an attachment means that attachment is available in Sub and Main Workflows
If attachments are added during workflow steps in sub-Workflow, they are available in
Main workflow as well
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Work Packages - Attributes
Workflow attributes enable to store and track information throughout a work process
As part of completing a step task, user can review, edit or enter Workflow attribute values
StepsAttributes page provides access to all attributes and their value in a workflow
If no attributes defined or user does not have permission to view attributes, Steps
Attribute page is not available
All Workflow attributes of a Workflow is defined on Attributes page, and later made
available at different steps in Workflow
User can mark certain attributes as Required
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Work Packages - Comments
Enables Workflow Participants to record their thoughts about step task and workflow
As part of completing a step task, user can view orenterWorkflow Comments
Comments appear in chronological order(most recent step is shown as first)
In Previous Comments section, each comment is identified by Step Name, Performer
and Date
Comments can include HTML formatting code and to use special characters such as < or
> symbol, use HTML character codes of each symbol (< or >)
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Work Packages Forms & Roles
Forms
Livelink Forms is an optional module that enables user to create electronic documents
Forms can be used to organize, collect data and pass information through Workflow
Forms Work Package is available only when Livelink Forms module is installed
Allows user to specify data in fields on a Form attached to a Step
Roles
Workflow Designer can enable Roles in a Workflow Map Roles enable Workflow Initiator to select userorgroup while initiating a workflow
Provides an option to dynamically assign users to workflow steps instead of assigning
users while designing a workflow
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Think & Discuss
Define a business process
What are Attachments?
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Thank You!