8.1 Sending Objects for Worlflow Process

  1. Login to STSA.
    The Workspace Summary page is displayed.
  2. In the Workspace Summary, Sandbox tab, launch the required workspace.
  3. Click the object, and then click View option from the object tile.
    The respective object's summary page is displayed.
  4. To send an object for comments for other users or stakeholders, click More Actions and click Submit for Comments.
    The Send for comments page is displayed.
  5. Select the users from whom you require the comments and click Send.
  6. (Optional) If there are many users listed, use the search bar to filter the users and then select the required user.

8.1 Providing Comments for Objects

  1. Login to OFSSTSA using the user credentials with posting comments privileges.
  2. In the Workspace Summary, Sandbox tab, launch the required workspace.
  3. In the ToDo tab, all the requests for comments and approvals are listed.

    Note:

    • The ToDo tab now also displays entries for paused projects, listed alongside other actionable items.
    • Use the More Actions option next to a paused project to resume execution or review its status.
    • The ToDo page allows users to take action on paused projects. After the action is taken, the project canvas opens for execution. After the user resumes and closes the project, the system automatically navigates back to the ToDo page.
  4. To provide your comments, search for the object with Pending for Comments, and click More Actions and then click Comment.
    The Comments page is displayed.
  5. Provide your comments in the Add Comments Here text box and click Add.

    Note:

    You can add any number of comments for a single object till it is moved to the next stage (Review Stage).

8.1 Submitting Objects for Review

  1. Login to STSA.
    The Workspace Summary page is displayed.
  2. In the Workspace Summary, Sandbox tab, launch the required workspace.
  3. Click the object, and then click View option from the object tile.
    The object's summary page is displayed.
  4. To send an object for review, in Actions column, click View, Edit, or Copy and then review the definition of the object and click Submit for Review.

    OR

    After creating the object, click Submit for Review.

    After a successful submission, a Successfully Submitted popup is displayed.

    After this, the state of the object is changed from Draft state to Under Review.
  5. To return to the main page, click Ok.

8.1 Reviewing or Rejecting Objects Sent for Review

  1. Login to OFSSTSA using the user credentials with review privileges.
  2. In the Workspace Summary, Sandbox tab, launch the required workspace.
  3. Click the ToDo tab.
    All the objects that require an action item from your end are listed.
  4. Search for the object sent for review.
    The status of the object is listed as Under Review.
  5. To review the object, click More Actions and click Review.
    The object page is listed with all the comments received so far for the object.
  6. Review the comments and if required add your comments and click Add.

    Note:

    You can add multiple comments for a single object at this stage.
  7. To review the object, click Mark Reviewed.
    The status of the object is moved from Under Review to Reviewed state in the object summary page.
  8. To reject the object, click More Actions and click Reject.
    After the object is rejected, the object is moved back to Draft status.

8.1 Sending Objects for Approval

  1. Login to STSA.
    The Workspace Summary page is displayed.
  2. In the Workspace Summary, Sandbox tab, launch the required workspace.
  3. To send the object for approval, click the object, and then click View option from the object tile.
    The object's summary page is displayed.
  4. Open the reviewed object in view mode and then click Submit for Approval.
    After the object is sent for approval, a successful message is displayed.

    The status of the object is moved from Reviewed to Pending for Authorization state in the object summary page.

  5. To return to the main page, click Ok.

    Note:

    Only the users who have review privileges for that type of object can see the object for approval in their ToDo tab.

8.1 Approving or Rejecting Objects Sent for Approval

  1. Login to OFSSTSA using the user credentials with approval privileges.
  2. In the Workspace Summary, Sandbox tab, launch the required workspace.
  3. Click the ToDo tab.
    All the objects that require an action item from your end are listed. The objects sent for approval are in Under Approval status.
  4. To approve the object, click More Actions and click Approve.
    The object page is listed with all the comments received so far for the object.
  5. Review the comments and if required add your comments and click Approve.

    Note:

    You can enter your comments only once during this stage.

    The status of the object is moved from Under Approval to Approved state on the object summary page.

    Note:

    After the object is approved if you want to further update the definition of the object, then the version number of the object is reved up incrementally and the status of the new version of the object is updated as Draft.
  6. To reject the object, click More Actions and click Reject.

    If required you can provide your comments.

    After the object is rejected, the object is moved back to Draft status and then follow the complete workflow for approval.