Configuring Workflows

Using the GRC Workflow feature, you can design, configure, and administer workflow definitions and workflow instances for OpenPages®.

Setting up GRC Workflow
You must configure workflows before users can access and use them.
GRC Workflow fundamentals
OpenPages provides the framework that you use to define workflows and build task views that users access to start and interact with workflow instances.
Designing a workflow
Designing a workflow involves knowing your business, understanding the workflow process, planning the workflow, planning the workflow participants, and designing the task views.
Using the GRC Workflow Designer
The GRC Workflow Designer is a graphic interface that you use to define, publish, and manage workflows.
Defining a workflow
A workflow definition contains basic information, stages, and actions.
Workflow stages
A workflow is made up of one start stage, one or many standard stages, and one or many end stages.
Workflow actions
Actions control aspects of the transition to the next or previous stage.
Processing order of operations, validations, calculations, and triggers
A workflow is the series of stages and actions that are necessary to complete a task. As a workflow progresses through its stages and actions, the order in which operations, validations, calculations, and triggers are processed determines the outcome.
Customizing email notification templates in workflows
You can customize email notifications for end stages and any action that doesn't end with an end stage.
Creating objects based on scores in a questionnaire assessment
You can configure the Questionnaire Assessment Workflow to create an object, such as an issue, when the score for the response to a question doesn't meet a set threshold.
Running an action based on answers in a questionnaire assessment
You can configure the Questionnaire Assessment Workflow to run a response action.
Starting workflow instances in bulk
As an administrator, you can start a single workflow that creates workflow instances in bulk. A workflow instance starts for each object that meets the start conditions.
Managing workflow instances
Monitor workflow instances to ensure that they are completing in a timely manner. Terminate stopped or blocked workflow instances.
Exporting and importing workflow definitions
You can migrate workflow definitions from one environment to another environment using Export Configuration and Import Configuration.
Customizing email notifications for GRC Workflow
You can customize the content of the email notifications that are generated by GRC Workflow by defining application text that is specific to your organization.
Reporting on information in workflow instances
You can write reports that include information from workflow fields on workflow instances.

Parent topic: Administrator's Guide