Order PC Workflow

This topic contains the following information
casm171
This topic contains the following information
Design View in CA Process Automation
Order PC Workflow.PNG
How Configure the Order PC Workflow
There is data which is a pre-requisite for running this Process Definition, which you must manually configure. It is listed in the following table. Note that there is ‘Example Data’ specified in the middle column of the chart below which indicates the name of the Contacts/Categories, etc that we used as a part of our walk-through, these of course can be changed to Contacts/Categories, etc for your own environment.
CA SDM Object/Option
Example Data
Notes
Add contact (Employee)
June Arnold
June will be the end user who requests the PC.
1. Must be defined as a contact in CA SDM as well as CA EEM, if you are leveraging EEM for authentication.
2. Must have an email address defined in the CA SDM contact record.
3. Must have a notification method set to ‘Email’ in the CA SDM contact record.
Add contact (Analyst)
Donald Bell
Donald will be the Analyst creating the Change Order. He will also be the Approver assigned to the Change Order Category, and thus assigned to the Change Order (through Category_Defaults Option, see below for details)
1. Must be defined as a contact in CA SDM as well as CA EEM, if you are leveraging EEM for authentication.
2. Must have an email address defined in the CA SDM contact record.
3. Must have a notification method set to ‘Email’ in the CA SDM contact record.
Add contact (Analyst)
John McCarthy
John will be the approver assigned to the Change Order Category, and thus assigned to the Change Order (through Category_Defaults Option, see below for details)
1. Must be defined as a contact in CA SDM as well as CA EEM, if you are leveraging EEM for authentication.
2. Must have an email address defined in the CA SDM contact record.
3. Must have a notification method set to ‘Email’ in the CA SDM contact record.
Create Change Order Category
PC.Order
This category will have the following values set:
1. Assignee: Donald Bell
2. <in the ‘Workflow’ Tab> CA IT PAM Process Name: ‘Order PC’
Install ‘Category_Defaults’ Option
Yes
This option needs to be installed so that the information from the PC.Order Change Category is pulled over to the Change Order once it is created.
Recycle CA SDM services for changes to take effect.
Order PC Workflow in Action
  1. Login to CA SDM as Donald Bell, create a new Change Order, either from scratch or based on an existing Incident.
  2. Fill out all of the fields highlighted in red below, also including ‘Backout Plan’ on the ‘Cost/Plans’ Tab. (There is a status transition in place such that this field must not be NULL in order for Change Order to move from status ‘Approval in Progress’ to ‘Approved’.) Then hit save.
    Create new change order.PNG
  3. Click on the Additional Information Tab, and then drill down to the Workflow Tasks Tab. Scroll down through the tasks. You will see a notification has gone out to the requester (June Arnold) to complete the ‘Order PC’ Form. To complete this task June can either click on the link provided via email, or alternatively, she can scroll to the next pending task in the Workflow and click on the hyperlink for ‘Task: Complete Form (Pending)’:
  4. Once logged in to CA Process Automation as June, you should see one pending task to ‘Complete the ‘Order PC Form’. RMC on the task, and select ‘Reply’:
  5. Complete the information in the Order PC Form. Hit ‘Finish’,
  6. Navigate back to the Change Order. The status of the Change Order is now ‘Approval in Progress’. Click on the Additional Information Tab, and then drill down to the Workflow Tasks Tab. Scroll down through the tasks. You will see a notification has gone out to the approver (assignee of the Change Category) to Approve/Reject, which in our case is John McCarthy. To complete this task John can either click on the link provided via email, or alternatively, he can scroll to the next pending task in the Workflow and click on the hyperlink for ‘Task: Approve/Reject (Pending)’:
  7. Once logged in as John, you should see one pending task to ‘Approve/reject the PC Order’. RMC on the task, and select ‘Reply’.
  8. All of the information that had been initially filled out by Donald remains in this form for John to review. Either approve, reject, or mark as incomplete. In this example we will be approving this order. Hit finish.
    Reply2.PNG
  9. Navigate back to the Change Order. The status of the Change is now ‘Approved’. Click on the Additional Information Tab, and then drill down to the Workflow Tasks Tab. Scroll down through the tasks. You can see that an email notification has one out to the Requester saying it has been approved.
  10. Refresh the Change Order. Scroll further down in the Workflow Tasks. You will see that the status has changed to ‘Closed’.