Best Practices for Managing the Workflow

Here are the best practices for a change order or new item request workflow.

In the change type

  • Use the Assigned to field to set a default assignee. The default assignee receives a notification when the change order is created.

  • Don't assign the same user as required approver and optional approver.

  • If you select Allow Updates for interim approval, you can only update header attributes during interim approval.

In the change order

  • To detect any errors, use the audit feature during the early stages of the workflow.

In the new item request

  • Don't enable the root item class for a new item request. Instead, enable it only for that child class which requires the new item request.

  • Don't assign the same user as required approver and optional approver.

In the BPM Worklist

  • Don’t delete any predefined rule sets available in BPM Worklist.
  • Create workflow steps that are aligned according to your business processes.

  • Before you define the entry and exit criteria, review whether a standard workflow already exists.

  • When you create an approval group, don't include any space in the group name.

  • Use only the header stage.

  • Enable notifications based on task status.

  • In the Assignee tab, don't change any settings.

  • In the Deadlines tab, don't enable Expiration Settings.

  • Set vacation rules: You can create a vacation rule so that when you're unavailable, approvals that are assigned to you automatically get reassigned to someone else and the workflow can progress in your absence.
Note:
  • If you set a vacation rule and if you have multiple approvers, the value of Response Required From must be set to All
  • Multiple reassignments through vacation rules aren’t supported for the same approval task.