Setting Up Workflow Process Profiles
The system uses a workflow process profile to determine the type of workflow process to create for incoming notifications sent by the service provider. A workflow process profile is associated with one or more service providers. Open to define your workflow process profiles.
Refer to Designing Workflow Process Profiles f or more information.
Description of Page
Define a unique ID and Description for each workflow Process Profile.
The information in the grid defines the type of workflow process that will be created for each Notification Upload Type. The type of workflow process may differ depending on special criteria. For example, you may have a different workflow process if the customer is industrial (as compared to commercial and residential). You must define Default criteria in case none of the override criteria are met (the Default criteria should have the lowest priority). You MAY have override criteria if different situations result in different types of workflow processes.
The following fields are required for each criterion:
Priority The priority controls the order in which the system determines if the respective workflow process should be used to process notifications of a given type. Higher priorities are checked before lower priorities.
The values for this field are customizable using the Lookup table.
Criteria Algorithm Select the algorithm to be used to check if the workflow process should be initiated for notifications of a given type. If a condition is met, a workflow process is created using the associated workflow process template.
If you haven't done so already, you must set up this algorithm in the system. To do this:
- Create a new algorithm (refer to Setting Up Algorithms ).
- On this algorithm, reference an Algorithm Type that determines if an incoming notification should be processed using the associated Workflow Process Template. The system comes supplied with a sample algorithm type called that should be used as a sample if you have to write a new algorithm type.
You must have at least one entry in this collection otherwise the system will not start a workflow process when an incoming notification of this type is received. This entry should have the lowest priority code and should reference a Criteria Algorithm that references the default workflow criteria algorithm type.
Workflow Process Template Specify the workflow process template to use to process incoming notifications identified with the notification upload type.
Refer to Designing Workflow Process Criteria for more information.