Workflow processes identify
the people who create and who
manage a record throughout its life cycle. Workflow processes also
identify the types of records that are used.
In workflow
processes, assignments are made to roles
that represent either a single user or a group of people. As you generate
a list of persons associated with each process, consider whether you
can create person groups for people with similar job responsibilities,
levels of authority, and security clearances.
To
help you to identify the people, the roles, and
the records that are involved in the workflow processes that you create,
compile the following information:
- Decide
how people are going to be notified of workflow
assignments. Users who are going to be assigned tasks must have user
records.
- Generate a list of the people who
must be notified
of the progress of a record. The product can send e-mail messages
to notify specific users. It is more efficient to create person records
for all individuals who receive notifications.
- Identify
the personnel who work on shifts.
- Identify
supervisors on person records for escalations
and notifications.
- Identify contract labor
personnel if they are required
to interact with a record in a workflow process. Identify which contract
workers have both person records and labor records.
- Specify the level of security that applies to individuals
in different roles in your enterprise. Decide which applications and
which actions personnel in each security group are allowed to view.
When you design your security groups and workflow processes, you must
ensure that users in a particular role have the security permissions
they need to perform their assigned tasks.