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
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Decision Step Check Item
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Example
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What is the name of this workflow step?
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-
Review request
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On hold
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In rework
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What is the status of the request at this workflow step?
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|
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What are the transitions from this workflow step?
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-
Assign
-
Review
-
Approve
-
On hold
|
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Who or what groups can act on this step (approve, cancel, reassign)?
|
-
Security groups
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Users
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Tokens
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How many decisions are required to exit this workflow step?
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-
Only one
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At least one
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All
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What event triggers the notification?
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|
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Who receives the notification?
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|
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What is the notification message?
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-
Test complete
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Approval required
|
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Use this workflow step as a timeout? If yes, then for how long?
|
|
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Are you using segregation of duties?
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|