Configuring Segregation of Duties for Workflow Steps

To comply with government or corporate policies, PPM allows you to segregate duties for workflow steps.

To set segregation of duties for a workflow step:

  1. From the Workflow Workbench, open a workflow.

    The Workflow window opens.

  2. Right-click a workflow step, and then click Edit on the shortcut menu.

    The Workflow Step window opens.

  3. Click the Segregation of Duties tab.

  4. Click New.

    The SOD - Source Step window opens.

  5. Define a segregation source for the current workflow step, using one of the following methods:

    • To segregate this step from another workflow step, leave the Workflow Step option selected, and then, from the list, select the other step.

    • To prevent the user who created the package or release from acting on this step, select the Workflow Instance Creation option.

  6. To add the segregation source to the Segregation of Duties tab, click OK.

  7. In the Workflow Step window, click OK.

Note: All users who can act on a segregated step are prevented from acting on the current workflow step.