Workflow Event Processing > Parallel - All with Responsibility - HxGN EAM - 12.1 - Feature Briefs - Hexagon

HxGN EAM Approval Workflows

Language
English
Product
HxGN EAM
Search by Category
Feature Briefs
HxGN EAM Version
12.1

Action: For case management record 10001 that has a case type of ‘Root Cause Analysis’, the maintenance planner populates the form and brings the record to ‘RCA Pending Review’

  1. The system captures the Parameter Definition values for the purchase order.

    Parameter

    Column

    Alias

    Value

    1

    CSM_CODE

    Case

    10001

    2

    CSM_CASETYPE

    Case Type

    RCA

    3

    CSM_UDFCHAR01

    Approval List

    RCA-01

  2. Since the Activation Condition of Case Type is met, the system creates the workflow event and approval steps leveraging the Approval List parameter from the user defined field.

    Sequence

    User

    Responsibility

    Status

    Completed By

    1

    JSMITH

    Engineering

    Pending

    2

    JDOE

    Engineering

    Pending

    3

    BBROOK

    Safety

    Pending

    4

    HCHAPMAN

    Safety

    Pending

    5

    BCAMPBELL

    Safety

    Pending

    6

    PBAKER

    Engineering

    Pending

  3. Since the Approval Flow Type is Parallel - All, all the Approval Steps are added in the ‘Pending’ status. Any of these users can Approve their step at any time and All Approval Steps are required to be approved in order to approve the workflow.

  4. Since Responsibility is defined for the users, when the user BBROOK from the Safety department approves, he will also approve other pending approval steps with the same Responsibility defined.

    Sequence

    User

    Responsibility

    Status

    Completed By

    1

    JSMITH

    Engineering

    Pending

    2

    JDOE

    Engineering

    Pending

    3

    BBROOK

    Safety

    Approved

    BBROOK

    4

    HCHAPMAN

    Safety

    Approved

    BBROOK

    5

    BCAMPBELL

    Safety

    Approved

    BBROOK

    6

    PBAKER

    Engineering

    Pending

  5. When the user JDOE from the Engineering department approves, she will also approve all other pending approval steps with the same Responsibility defined.

    Sequence

    User

    Responsibility

    Status

    Completed By

    1

    JSMITH

    Engineering

    Approved

    JDOE

    2

    JDOE

    Engineering

    Approved

    JDOE

    3

    BBROOK

    Safety

    Approved

    BBROOK

    4

    HCHAPMAN

    Safety

    Approved

    BBROOK

    5

    BCAMPBELL

    Safety

    Approved

    BBROOK

    6

    PBAKER

    Engineering

    Approved

    JDOE

  6. Since this workflow is a Parallel – All approval flow type, this will approve the workflow event and the system will update the Case Management record to the ‘Approved’ status, as defined on the Approval Workflow Setup record.