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Process of Planning a Workflow Policy


This topic describes how to plan a workflow policy. To plan a workflow policy, do the following tasks:

  1. Creating a Plan for the Workflow Policy Group
  2. Creating a Plan for the Workflow Policy
  3. Identifying Objects That the Workflow Policy Monitors
  4. Determining Requirements for the Workflow Policy
  5. Creating a Plan for the Workflow Policy Action
  6. Examining Predefined Workflow Policies
  7. Creating a Plan for the Test and Migration Strategy

For more information, see Examples of Planning a Workflow Policy.

Before you plan a workflow policy, you must identify the solution that most closely meets your business requirements. For more information, see Identifying an Automation Solution.

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