Edit order workflow

Define the workflow for Orders of this project.

A workflow is a set of Order statuses and transitions between these statuses. Here, in the workflow settings, you can set SLA tracker state (calculate time or be on pause) for each Order status; manage permissions of who can invoke the transition, and choose who will be notified of a status change.

For the additional information about SLA tracker, see manual Configure SLA tracker.

Important

Precondition 1 : You have the Supervisor role.

Precondition 2 : Sign In on Web Portal of PACE Packager Hub.

1. Go to the project settings. See manual Open project settings.
2. Open the Workflow tab. The Textual view displays the workflow as the list of all possible statuses and transitions between theses statuses.

   Flags:

   • Initial status - a flag that defines the first status that the order can have. Only one status of the workflow can have this flag.

   • Final status - a flag that defines that the workflow is completed. The order ‘Completion Date’ is automatically filled-in when the order is moved to status with this flag. Multiple statuses of the workflow can have this flag.

   • Primary transition - a flag that defines the transition as primary, which will be set by default for users. Other, non-primary transitions will be displayed in the dropdown list.

   • Permissions lists the roles of users that can trigger the transition.

   

3. To visualize the workflow, switch to the Visual view.

   Note that blue arrows indicate primary transitions, grey arrows - all other transitions.

   

4. To select a new workflow from the pre-defined or user-defined templates, select Use templates and select one of available templates. The solution includes three pre-defined templates: Basic, Normal, and Detailed.

   Important

   A workflow from the template replaces your current workflow of the selected order type. All further changes, made to the workflow will not affect the used template.

   Note

   Any changes, made to the current workflow, are saved as ‘draft’ that can be applied or discarded.

   

5. To add a new status to the workflow, select New > Status.

   

6. Specify the necessary details of the status and click Save.
   • Status name - a name of the order status that will be displayed to the user.
   • Color indicator - a color indicator that is displayed before the status name and is used to make it easier to distinguish different statuses in one list.
   • Description - a description text visible only in the project settings.
   • Initial status - a flag that defines the first status that the order can have. Only one status of the workflow can have this flag.
   • Final status - a flag that defines that the workflow is completed. The order ‘Completion Date’ is automatically filled-in when the order is moved to status with this flag. Multiple statuses of the workflow can have this flag.
   • SLA tracker state - this option defines what the SLA tracker will do when the Order is in this status. Exception: for the Initial status the SLA tracker is in the not started state, and for the Final status the SLA tracker is stopped and this state can’t be changed for theses two cases. Options that can be selected:

     • Tracker is running - the SLA tracker will count the time spent.

     • Tracker is paused - the SLA tracker will not count the time.

   • Notify user groups - user roles who will be notified when the order is moved to this status. Note that each user can manage personal notification settings and disable receiving in-app and email notifications about the status change event.

   Note

   Any changes, made to the current workflow, are saved as ‘draft’ that can be applied or discarded.

   

7. To add a new transition between statuses of the workflow, select New > Transition.

   

8. Specify the necessary details of the transition and click Save.

   • Action name - a name of the transition that will be displayed to the user
   • From status - a status of the order when this transition is displayed
   • To status - a new status of the order to which this transition will move the order
   • Permissions to invoke - user roles who has access to view and run this transition. Note that Supervisor role is always set and disabled.
   • Primary transition - a flag that defines the transition as primary, which will be set by default for users. Other, non-primary transitions will be displayed in the dropdown list.

   Note

   Any changes, made to the current workflow, are saved as ‘draft’ that can be applied or discarded.

   

9. When the necessary workflow changes are made, they are saved as a ‘draft’ version. To apply these changes and replace the ‘master’ (working) version of the workflow, click Apply changes. Accordingly, to delete the ‘draft’ and discard the changes click Discard changes.

   

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