Manage the workflow

In Dimensions CM, lifecycles determine how the objects are processed. A lifecycle consists of stages and rules that define the transition of objects from one state to another. Only users with the appropriate role for a particular state can action the item to another state.

Lifecycles and attributes

Items, requests, projects/streams, and other Dimensions CM objects have lifecycles associated with them to enable each object to follow a path of approved states.

You can define different types of objects and have them follow different lifecycles. You can set up the necessary privileges to determine which users are allowed to action (promote) an object through a given state transition.

A Dimensions CM object can have a number of attributes that store information about it, for example, the creation date and status. You can set the attributes to enable only certain users to update them at specified lifecycle states.

For more details, see Define object types.

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Rules and privileges

You control permissions to enable specific users to make changes in different product or for different object types. You can:

  • Assign users or groups of users and grant them privileges to perform certain actions, such as create, update, etc. under a given set of conditions (rules).

  • Assign the authority to action objects for different stages in the lifecycle.

For details about roles and permissions, see the Administration Console online help.

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Inboxes and notifications

When an item, request, or other object is awaiting your action, it is displayed in your inbox. You can view your inboxes for each class of object. You may be able to perform only certain actions on an object in your inbox.

Dimensions CM has a sophisticated facility for configuring email notifications that can be sent to specified users when certain events occur. You can define the conditions for triggering emails, and the users that will receive those messages. Dimensions CM can “digest” multiple messages to reduce the number of emails.

For details about email notifications, see the Administration Console online help.

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Electronic signatures

In your environment, you may need to have an electronic signature applied, either when a particular object type is actioned to a certain state in its lifecycle, or a particular object attribute is updated.

Dimensions CM has the ability to define authentication points, which prompt you to re-enter your user credentials when you perform specific actions. Dimensions CM keeps an audit trail of all such authentication attempts.

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See also: