Workflow Processes

ASM Core provides access to a number of ITIL-compliant workflow processes including Change Management, Release & Deployment Management, and Availability Management.

You can create workflow templates, requests, and tasks for the workflow processes that are enabled on your ASM System.

Creating a Workflow Process

Before you start

You must have Workflow Management Set Up enabled within your General Access Security Role to work with workflow processes.

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Workflow Processes option. The Workflow Processes window appears, with a browse table listing the existing processes. You can adjust the column widths if required.

3. Select the New icon. A blank row is inserted in the browse table.

4. Complete the details:

Name	Type the name for the process. Although it is possible to specify several workflow processes with the same name and color, this is not recommended as they will be difficult to identify when you are selecting from a list elsewhere in the application.
Enabled	Select to enable the workflow process. Disabled workflow processes are not selectable elsewhere in the application.
Abbr	An abbreviation to be used to display linked requests in the Request Linking diagram.
Color	A color to identify the workflow process linked to a request on the Info Panel of the Request Details window and in the Request Linking windows. Click in the box and use the drop-down list to select the color you want. Although it is possible to specify several workflow processes with the same name and color, this is not recommended as it will be difficult to identify when you select it from a list elsewhere in the application.

Select to save the changes. Provide the Change Reasons if prompted to do so.

Enabling a Workflow Process

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Workflow Processes option. The Workflow Processes window appears, with a browse table listing the existing processes. You can adjust the column widths if required.

3. Identify the workflow process you want to enable and select the checkbox in the Enabled column.

4. Select to save the changes. Provide the Change Reasons if prompted to do so.

Updating a Workflow Process

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Workflow Processes option. The Workflow Processes window appears, with a browse table listing the existing processes. You can adjust the column widths if required.

3. Select the workflow process you want to update. Make the necessary changes.

4. Select to save the changes. Provide the Change Reasons if prompted to do so.

Changing the Display Order of Workflow Processes

The order in which the workflow processes are listed on this window is the order in which they will be displayed for selection throughout ASM Core.

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Workflow Processes option. The Workflow Processes window appears, with a browse table listing the existing processes. You can adjust the column widths if required.

3. Use the reordering icons to change the order of the processes.

4. Select to save the changes. Provide the Change Reasons if prompted to do so.

Deleting a Workflow Process

You cannot delete a workflow process. Instead, you disable it.

1. Select ≡ > Admin > System Administration. The System Administration window appears. In the Explorer pane, expand Workflow Management.

2. Select the Workflow Processes option. The Workflow Processes window appears, with a browse table listing the existing processes. You can adjust the column widths if required.

3. Identify the workflow process you want to disable and deselect the checkbox in the Enabled column.

4. Select to save the changes. Provide the Change Reasons if prompted to do so.