Defining a Workflow for Approval Process

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In order to enable a service request to undergo approval process and then the completion process, a workflow must be defined in Maximo IT that will be later used in the Workflow routing for the Service request.

Follow the steps below to define the workflow for an Service request approval process:
  1. Go to the Workflow Designer application. (Open Menu>System Configuration>Platform Configuration>Workflow Designer)
  2. Click on the New Process icon on the top panel or go to Common Actions > New Process.
  3. Enter the name for the Process in the Process field.
  4. In Object field, click the select value icon and select SR.
  5. Now go to the Process tab.
  6. Start and Stop will be added by default under Process Nodes.
  7. Click on New Node button and select Task.
  8. Give a name to the task.
  9. Click on the Edit Properties icon for this new task.
  10. In the Assignments table, click on the New Row icon.
  11. In the Role ID field, go the select value icon and select Role ID and select a value from the list and click OK.
  12. Select the Start row in the Process Nodes table.
  13. Below the Process Nodes table, under Start 1 Actions, click on New Action and select Positive.
  14. In the To Node column, click the select value icon and select the Task.
  15. Select the Task from Process Nodes.
  16. Under Task Actions, click on New Action and select Positive.
  17. In the To Node column, select Stop and in Action select a value.
  18. Under Task Actions, click on New Action and select Negative.
    Note: Rejection option will be enabled for Service requests that have a workflow associated with them that contains at least one negative task. In the absense of a negative task in the associated worflow, the Reject option will be disabled for the approver.
  19. In the To Node column, select Stop and in Action, select a customized action.
  20. Go to Common Actions and click the following one by one:
    • Validate Process
    • Enable Process
    • Activate Process
  21. Workflow will be activated and ready to be used during Route Workflow setting for a Service Request.