Gathering Information for Execution Steps

Execution steps are workflow steps that perform actual work or actions, such as file migration, automatic time-stamping, or automatic package status changes. Table 2-2. Execution Workflow Checklist provides a configuration consideration checklist to help define execution steps. See Worksheets for a complete list of execution step considerations.

Table 2-2. Execution Workflow Checklist


Execution Step Check Item



What is the name of this workflow step?

  • Create Package

  • Close

  • Set Temp Date


Will this workflow step run this command?

  • Cancel project

  • Update project


Will the object type (package line) run this command?

  • Open database

  • Copy file to environment


What is the source environment?

(If required)



What is the destination environment?

(If required)



What are the transitions from this workflow step?

  • Succeeded

  • Failed


Who owns this execution step?

  • Security Group

  • User


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