3. EM Processing

Both of the transitions from step 3 are conditional. If the change request is a suggestion, the EM’s only option is to forward the item to R and D. If the change request is a defect, the only option is to forward the item to maintenance.

In this case, the EM can either set only the next step or both set the next step and directly assign responsibility to a specific team member. If this is common practice, you might want to turn off email notification.

Tab Field Value
General Step Name 3. EM Processing
General Limit Step Duration Selected
General Duration 7 days
General Relative To <Leave blank>
Participants Notification Type Ordered (does not matter because there is only one participant)
Participants To EM
Participants Authorized

EM

Research and Development group

Product Maintenance group

Administrators group

Reference to current value of Responsibility property

Exception Notification To

EM

PM

Step Notification Importance Normal
Step Notification Notification Interval 4 days
Step Notification Subject <Leave blank> to use the default step notification message.
Step Notification Body <Leave blank> to use the default step notification message.
Form Options   <Leave blank>
Status Notification To <Leave blank>
Next Steps Condition Type
Next Steps Value: Suggestion
Next Steps Next Steps 4a. R and D Implementation
Next Steps Condition <otherwise>
Next Steps Next Steps 4b. Maintenance Fix
Dynamic Defaults Property Workflow Status
Dynamic Defaults When equals value 3. EM Processing
Dynamic Defaults Assign Property: Comment
Dynamic Defaults Value: Status is 3. EM Processing
Workflow Extensions Workflow Extensions <Leave blank>

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