Process of Planning a Workflow Policy

This topic describes how to plan a Workflow Policy. The following tasks are involved in planning a Workflow Policy:

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 Settings for the Workflow Policy and Policy Conditions

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.