Managing Change › Risk Assessment › How to Access a Risk Survey Directly from a URL

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How to Access a Risk Survey Directly from a URL

You can provide a dynamic URL to allow a user to access a Change Order Risk Survey directly through a URL from within a task in CA Workflow. You can append this dynamic URL with the KEEP.UsingURL=1 parameter to indicate that the Risk Survey is being accessed directly with a URL.

Create the dynamic URL within CA Workflow as follows:

  1. Open your CA Workflow Process Definition and add activity node for a user to complete the Risk Survey.
  2. Within the activity node, add a dynamic URL using the appropriate syntax. Verify to append the KEEP.UsingURL=1 parameter, such as in the following example: 
    http://<hostname>:CA Portal/CAisd/pdmweb.exe?CNT_ID=<ID of contact>+CRID=<ID of Change Order>+OP=DO_RISK_SURVEY+KEEP.UsingURL=1
    hostname

    Specifies the hostname of the CA SDM server.

    port

    Specifies the port where CA SDM is installed.

    ID of Contact

    Specifies the internal ID of the contact completing the Risk Survey.

    ID of Change Order

    Specifies the internal ID of the Change Order associated with the Risk Survey.

    The following example displays a sample URL:

    http://hostname:8080/CAisd/pdmweb.exe?CNT_ID=21A7CC606A3011DEA39AA8010000A800+CRID=400009+OP=DO_RISK_SURVEY+KEEP.UsingURL=1

    Important! If you do not add the KEEP.UsingURL=1 parameter to the dynamic URL, the user gets an error after submitting the risk survey, and the risk level is not calculated.

  3. Save the CA Workflow Process Definition.
  4. Create a Change Category and associate a Risk Survey and the CA Workflow Process Definition to the Change Category.

    Save your changes.

  5. Open a Change Order with this Change Category and save it to instantiate the CA Workflow Process.
  6. As a part of the CA Workflow Process, a user is assigned to a task to complete the Risk Survey. The user clicks the URL, as previously outlined.
  7. The user logs in to CA SDM using the URL and is brought directly in context of the Risk Survey for the Change Order.
  8. The user submits the survey and a message indicating success or failure displays.

    If the submission is successful, the risk level is calculated and updated in the change order.