Change Orders › Change Order Workflows

Change Order Workflows

A workflow is an automated or partially automated business process that specifies the sequence of tasks to be performed to resolve a CA SDM ticket.

Two workflow solutions are supported for change orders:

• CA Workflow—a high performance, scalable workflow management product that can optionally be integrated with CA SDM.
• CA SDM "classic" workflow—internal workflow automation features provided as a standard CA SDM component.
• CA Process Automation—workflow with task-based steps that run remotely on the CA Process Automation web service.

Your administrator can configure change order categories to use either type of workflow. When a change order ticket is assigned to a category with an associated workflow, a series of tasks appear on the ticket's Workflow Tasks tab.

Some workflow tasks may be optional, which allows you to delete them from the task list.

You must complete all mandatory workflow tasks before you can close the ticket. The only exception is that if the ticket status is set to Cancelled, the workflow process terminates automatically.

If a ticket is removed from a category with an attached workflow, or assigned to a different category, the workflow process terminates automatically. If the new category has an attached workflow, its process starts automatically.

Note: To use the process viewer, you must associate a CA Workflow process to the change category.

More information:

Process CA Workflow Workitems

Process CA Process Automation Workflow Items