Share this page

# 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? | Immediate Manual
| What is the source environment (group)? | PPM Server
| What is the destination environment (group)? | PPM Server
| What are the transitions from this workflow step? | Succeeded Failed
| Who owns this execution step? | Security group User
| What event triggers the notification? | The process reaches the workflow step A specific result is achieved
| Who receives the notification? | Email address (group alias) Security group
| What is the notification message? | Test complete. Approval required.
| Use this workflow step as a timeout? If yes, then for how long? | 1 day 2 days
| Are you using segregation of duties? | Based on the workflow owner? Based on workflow step?

https://admhelp.microfocus.com PPM 8942
Tips to improve your search results... OpenText™ Project and Portfolio Management Help Center PPM Help 26.2-26.3 All View Local Help Center View Online Help Center Version: