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This documentation supports the 19.08 version of Change Management.

To view an earlier version, select the version from the Product version menu.

Example of emergency process flow configuration

This example explains the process of creating a new emergency process flow with a streamlined stage and state flow.

When you are creating this flow, you will be using the Change request status values and transitions.

Best practice

We recommend that you have your state transitions flow in a forward direction. For example, the change request state transition must be Planning In Progress to Scheduled and not Scheduled to Planning In Progress.

To create a new flow

  1. Open the Process Flow Configuration form and click New request.



  2. Select the company that you want this flow to be applicable for.
    If you want the flow it applicable for all the companies defined in your system, select - Global –, or select a specific company from the list. In this example, we will select Calbro Services.

    Important

    If you need to have two or more companies, but not all companies, create one process flow configuration record for each company that is required.

  3. Enter the Process Flow Name. In our example, we will enter Emergency Process and save the record.
    To re-open the same record in Edit (or Modify) mode, click New search from the top menu bar, enter the value as Emergency Process in the Process Flow Name field, and click Search.



  4. Click Add to create the state flow or status lifecycle for this new process. 
    This should be a streamlined process, so that when we create an emergency change request, after the change request is moved past the Draft state, the status should be set to Schedule For Approval. From here, if there are approvals, they should stay in this state until they are approved. After approvals, the next state should be set to Scheduled, then Implementation In Progress, then Completed, and finally the last state should be Closed. 

    Important

    When you create the first state flow entry, the system asks you if you want to copy an existing set of state flows from an existing process flow configuration record. This option is to assist with the use cases where you want to copy an existing state flow, simply tweak it, or use it for your process. In our example, we will be creating the state flows from scratch.

    1. The first entry should be Draft to Scheduled For Approval.
      When you select the state, you first need to select the stage. In this example, the Scheduled For Approval state exists under the Plan & Schedule stage.




    2. After selecting the values for Next Stage and Next State, click Add to save this part of the flow.
      For the first flow entry, the following message is displayed stating that a required flow transition will also be created, as the application workflow requires this.



    3. The second entry should be Scheduled For Approval to Scheduled.
      The Scheduled state can be found under the Plan & Schedule stage. The Current Stage and Current State are automatically set based on the last entry values for the Next Stage and Next State fields.



    4. The third entry should be Scheduled to Implementation In Progress.
    5. The fourth entry should be Implementation In Progress to Completed.
    6. The final entry should be Completed to Closed to end the flow.

      Best practice

      We recommend to always have this entry as your final entry for any state flow. 
      Once all the entries are created, close the Add Status Flow window. The entries are then displayed in the Process Status Lifecycle table as shown below.



    7. Set the Status to Enabled and click Save.
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