Workflow Attributes

You can define categories of information related to an approval, request or task which are not recorded in the main details window.

For example, Attributes provide a way to standardize collection of relevant details and facts about the approval, task, or request without the need to clutter the screen with additional fields. Attributes provide list-based data collection. Attributes provide a great way to capture relevant details in a list form.

For example, You could create a series of attributes that describe actions to take, results, notes or dates to collect. Or, you could create a Secondary Type-Tier List that will allow the analyst to further classify the Request without impacting the Global Type-Tier System.

Analysts action the item (task, approval or request) and add the necessary information.

1. To update Attributes on a request or Task, Select Attributes from the Data menu in the Links column.

2. Select the attribute you want to document from the attribute list and click the Plus sign to add it as a row in the table below - If there are multiple tiers, select the actual value you wish to document:

1. Click the Pencil on the row to place it into Edit mode and then Enter the information as required:

1. Click Save when you have finished

2. When Attributes have been added to any entity in ASM Core, the Attributes menu item will turn blue, indicating there is data behind it:

Creating an Attribute

Before you start

You must have Workflow Management Set Up enabled within your General Access Security Role to configure workflow attributes.

As some parameters are read from the database at application start-up, you should always make changes to settings when there are no Analysts logged on to the system.

1. Select ≡ > Admin > System Administration. The System Administration window appears.

2. In the Explorer pane, expand Workflow Management, then select the appropriate Attributes option - Approval Attributes, Request Attributes or Task Attributes.

3. The relevant Attributes window appears, displaying three tiers in which you can define attributes.

4. Select Add for the relevant tier. A new field is added to the list.

5. Type the attribute name.

6. Define additional tiers by highlighting the first tier and then selecting Add in the lower tiers, and keying in a name for the lower tier.

7. Repeat for each tier added.

8. Save the changes.

9. Provide the Change Reasons if prompted to do so.

Renaming an Attribute

1. Select ≡ > Admin > System Administration. The System Administration window appears.

2. In the Explorer pane, expand Workflow Management, then select the appropriate Attributes option - Approval Attributes, Request Attributes or Task Attributes.

3. The relevant Attributes window appears, displaying three tiers in which you can define attributes.

4. Select the attribute you want to rename. If you want to rename an attribute held in Tier 3, select the Tier 2 entry to which it is linked to display it.

5. Overtype with the name you want to assign.

6. Save the changes.

7. Provide the Change Reasons if prompted to do so.

Deleting an Attribute

If you delete an existing attribute, any details already defined for that category by the Analyst will be retained. However, they will not be able to define any more. If you delete an attribute, you cannot restore it and will have to manually add it again.

1. Select ≡ > Admin > System Administration. The System Administration window appears.

2. In the Explorer pane, expand Workflow Management, then select the appropriate Attributes option - Approval Attributes, Request Attributes or Task Attributes.

3. The relevant Attributes window appears.

4. Select the attribute you want to delete and then select Delete. To display attributes in Tiers 2 or 3, you must select the relevant attribute in Tier 1.

5. Save the changes.

6. Provide the Change Reasons if prompted to do so.