Starting a Workflow Case (Creating a Case) - Honeywell DOC4000 - 7.3 - Help - Intergraph

DOC4000 Help

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Honeywell DOC4000
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7.3

You can create a case to document your specific actions for managing a change. When you click the New Case button to start a case, DOC4000 displays a set of initial fields to determine which workflow definition to use for the case. These case-type fields include the Selected definition field, which lists the names of the available workflow definitions.

A workflow definition identifies the states and transitions to use for the case, much like a process flow diagram. An administrator must create and configure the workflow definitions before you can create a case. For more information, see Understanding Workflows and Cases.

DOC4000 also provides automation that integrates workflow cases with common functions. For more information, see Understanding How Workflow Cases Are Created.

To start a new case based on a workflow definition:

  1. In the DOC4000 web interface, click Workflow.

  2. Click New Case.

  3. Specify the common information required by a case, such as the Location, Category, and Selected definition fields, and then click OK. For more information, see Understanding Workflow Case Fields.

  4. In Description, type the description to identify the work required for this case.

  5. Specify values for additional required fields identified with a red asterisk (*).

  6. Click Save.