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
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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 package at this workflow step?
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What are the transitions from this workflow step?
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Who or what groups can act on this step (approve, cancel, reassign)?
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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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Who or how many receive the notification?
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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 so, for how long?
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Are you using segregation of duties?
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