Gathering Information for Execution Steps

Execution steps involve work or actions, such as time-stamping or request status changes, that PPM performs automatically. Use the checklist in Table 2-2. Execution workflow checklist to help you define execution steps. For a complete list of execution step issues to consider, see Execution Workflow Step Worksheets.

Table 2-2. Execution workflow checklist

Done

Execution Step Check Item

Example
 

What is the name of this workflow step?

  • Create request

  • Close

  • Set temp date
 

Will this workflow step execute this command?

  • Cancel request

  • Update request
 

What is the execution type?

  • Close

  • Jump

  • Return from subworkflow
 

What is the processing type?

  • Immediate

  • Manual
 

What is the source environment (group)?

PPM Server

 

What is the destination environment (group)?

PPM Server

 

What are the transitions from this workflow step?

  • Succeeded

  • Failed
 

Who owns this execution step?

  • Security group

  • User
 

What event triggers the notification?

  • The process reaches the workflow step

  • A specific result is achieved
 

Who receives the notification?

  • Email address (group alias)

  • Security group
 

What is the notification message?

  • Test complete.

  • Approval required.

 

Use this workflow step as a timeout? If yes, then for how long?

  • 1 day

  • 2 days
 

Are you using segregation of duties?

  • Based on the workflow owner?

  • Based on workflow step?