Managing Change › CA Workflow Visualization

CA Workflow Visualization

CA Workflow visualization lets you monitor the progress of change order workflow tasks. The process viewer graphically displays every step of the CA Workflow process, including complete and incomplete steps and the current location of a workflow progression.

The process viewer displays the status and path of a CA Workflow process when it is associated with a Change/Issue category or a Request/Incident/Problem area.

How to Visualize the Workflow

Visualize the workflow as follows:

1. Associate a CA Workflow process with a change category.
2. Create a change order using that change category.
3. On the Workflow Tasks tab, click the View Process button to launch the process viewer.

Note: For more information about associating CA Workflow processes with categories or areas, see the Online Help.

Using the Process Viewer Example

This example demonstrates how to use the process viewer on your system using a default change category, after installing CA Workflow and enabling the options.

1. On the Administration tab, navigate to Service Desk, Change Orders, Categories.

   The Change Category List page appears.

2. Select Add.IT.Other from the Symbol column.

   The Add.IT.Other Change Category Detail page appears.

3. Click Edit.

   The Add.IT.Other Update Change Category page appears.

4. Click the Workflow tab.

   Click CA Workflow check box.

   The Workflow Definition List appears.

5. Select Order PC - Service Desk Release 12.7.

   The process name populates the CA Workflow Definition Name field.

6. Click Save.

   The Change Category Detail page updates.

7. Close the window.
8. Create and save a change order using the Add.IT.Other category.

   The Workflow Tasks tab displays the Order PC - Service Desk Release 12.7 process and the Workitem List.

9. Click the View Process button on the Workflow Tasks tab.

   The Process Viewer appears.

   Note: You can view updated progress of the workflow tasks by refreshing the Process Viewer.