Workbench - Workflow Template Management
The Workflow Template Management Workbench (pdwfl8200m000) includes a graphical editor to build the steps of a business process graphically for tracking its progress. A business process is an instance of a workflow and relates to one or more objects such as PLM Items or PLM Documents. So the workflow template is the source, each new business process is derived from a workflow template, and after the copy process, the copy follows its own path.
With the workflow editor, admin users can set up new workflows by dragging and dropping multiple steps into a visual diagram of sequential and parallel tasks or activities. The workflow template steps are of a certain type, such as user, group, check-in, check-out, send to production, and notification. The editor is used to model how a specific business process is set up, including the classification of the type of business process.
The workflow templates can be used for:
- Engineering change notices
- Engineering change orders
- Engineering change process
- Approval process
- Engineering change requests
- New product introduction
The editor enables authorized users to modify the templates. Actions such as skip, delete, or introduction of new steps can be performed in a template. Skipped steps are still visible, but have a lilac color.
If you mark a workflow step in the graphical flow, the details of the business process step or tasks are shown on the right side of the screen. With the option, changes can be made to the planned steps of the business process.