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
Done
|
Execution Step Check Item
|
Example
|
|
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?
|
|
|
What is the source environment (group)?
|
PPM Server
|
|
What is the destination environment (group)?
|
PPM Server
|
|
What are the transitions from this workflow step?
|
|
|
Who owns this execution step?
|
|
|
What event triggers the notification?
|
|
|
Who receives the notification?
|
|
|
What is the notification message?
|
-
Test complete.
-
Approval required.
|
|
Use this workflow step as a timeout? If yes, then for how long?
|
|
|
Are you using segregation of duties?
|
|