Gathering Information for Decision Steps

Decision steps are workflow steps that require an external process to decide their outcome, such as reviews, approvals, or coding. Table 2-1. Decision Workflow Checklist provides a configuration consideration checklist to help define decision steps. See Worksheets for a complete list of decision step considerations.

Table 2-1. Decision Workflow Checklist

Complete

Decision Step Check Item

Example
 

What is the name of this workflow step?

  • Review Request

  • On Hold

  • In Rework
 

What is the status of the package at this workflow step?

  • On Hold

  • New

  • In Review
 

What are the transitions from this workflow step?

  • Assign

  • Review

  • On Hold
 

Who or what groups can act on this step (approve, cancel, reassign)?

  • Security Groups

  • Users

  • Tokens
 

How many decisions are required to exit this workflow step?

  • Only one

  • At Least One

  • All
 

What event triggers the notification?

  • When the process reaches the workflow step

  • When a specific result is reached
 

Who or how many receive 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 so, for how long?

  • 1 day

  • 2 days
 

Are you using segregation of duties?

  • Based on owner of the workflow

  • Based on workflow step