Previous Topic: Change Order WorkflowsNext Topic: Add Workflow Tasks


Process CA Workflow Workitems

You can process workitems on the ticket's Workflow Tab to indicate progress as you work through the tasks to resolve the ticket.

Note: The following procedure applies only to change orders assigned to a category with an associated CA Workflow process definition. For information about working with change orders assigned to a category with an associated CA SDM classic workflow, see Add Workflow Tasks or Update a Workflow Task.

To process workitems on a change order

  1. Select Change Orders, Assigned or Unassigned on the Service Desk tab, and then select the Priority level for the change orders you want to display in the list.

    The Change Order List appears.

  2. Select the change order to update.

    The Change Detail page appears.

  3. Select the Workflow Tasks tab.

    The following read-only fields appear at the top of the tab:

    Definition Name

    Indicates the CA Workflow process definition your administrator has assigned to the ticket's change category.

    Description

    Provides a general summary of the objectives of this workflow.

    Start Date

    Indicates the date and time the change order was assigned to the category associated with the workflow.

    Status

    Indicates the overall status the of the entire workitem list.

  4. Locate the workitem you want to process on Workflow Tab, and then click the workitem's Activity Name.

    The CA Workflow Worklist GUI appears.

    Note: If your administrator has not configured automatic login, you are prompted for your user name and password to access the CA Workflow Worklist.

  5. Process the tasks on the worklist as appropriate for this change order.

    Note: For information about processing tasks, see the CA Workflow Worklist online help.

  6. Select Refresh from the View menu to see updates to workitems on the Workflow Tasks tab.