Gathering Information for Decision Steps

Table 2-1. Decision workflow checklist provides a checklist of issues to consider as you define decision type workflow steps. For a complete list, see Decision Workflow Step Worksheets.

Table 2-1. Decision workflow checklist

Done

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 request at this workflow step?

  • On hold

  • New

  • In review
 

What are the transitions from this workflow step?

  • Assign

  • Review

  • Approve

  • 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?

  • Process reaches the workflow step

  • 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 workflow owner?

  • Based on the workflow step?