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


Execution Step Check Item



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?