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’
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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
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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
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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.
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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
-
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
-
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.