Acting on Decision Workflow Steps

Decision workflow steps are steps for which you (or a group) must indicate the outcome. For example, Approve Migration is an example of a decision workflow step. You can either act on the decision step yourself or delegate the decision.

To act on a decision workflow step:

1. In the Package window, select the Status tab.

   

2. Select an eligible decision workflow step.

   For information on how to access the Status tab and select an eligible decision workflow step, see Acting on Eligible Steps .

   The Action button label changes, depending on the step selected. For example, if you click Eligible for QA Test, the Action button label changes to QA Test.

   Note: If you cannot see the Action button on the Status tab, that means that a security group has not been assigned to the workflow step.

3. Click the action button. For the example given in step 2, click QA Test. The QA Test Package Decision window opens.

4. In the list, select the applicable action needed (Decide Now or Delegate Decision).

   • If you select Decide Now, you must make a decision about the decision workflow step; for example, Approve. To make a decision regarding the decision workflow step:

     1. From the Result list, select the result.

     2. In the Notes field, type helpful information about the decision you made, and then click OK.

        The decision window closes. The decision results are added to the Status tab.

   • If you select Delegate Decision, you must then assign the decision to someone. To delegate a decision:

   1. To select a resource, use the Delegate To auto-complete list.

   2. In the Notes field, type helpful information about the decision that needs to be made, and then click OK.

      The decision window closes, and the results are listed on the Status tab.

5. Click OK.

The decision is entered into the system. If the workflow step was configured so that more than one person must decide on the result, the package line may not move to the next step until all required decisions are made. If a decision workflow step requires that more than one person decide on the result, you can view the current decision results for the workflow step using the Decision Detail view.