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====== Manage Process Release Automations ====== | ====== Manage Process Release Automations ====== | ||
- | Todo | + | Automations can be used for a varienty of purposes, for example to organize a controlled and documented review and approval of processes or process tailorings. |
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+ | Automations consist of states, participants, | ||
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+ | ===== Managing States ===== | ||
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+ | Every process version has a certain state, e.g. Draft or Released. All possible states can be managed via '' | ||
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+ | [[https:// | ||
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+ | To add or modify states and their color, click or tap on the state name or use the respective menus. | ||
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+ | [[https:// | ||
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+ | In previous Stages versions, those states and their colors were statically defined in configuration files. When upgrading to version 7.6, the configured values are automatically migrated to the new mechanism. | ||
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+ | ===== Managing Automations ===== | ||
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+ | Automations can be defined for multiple purposes, e.g. for a simple process release, for a more complex review and approval, or for approval of a process tailoring. | ||
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+ | To create and modify automations, | ||
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+ | A sample process release automation consist of the following steps: | ||
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+ | * Create a new process version | ||
+ | * Send email notifications to the reviewers | ||
+ | * Wait for their review to finish | ||
+ | * If all reviewers finished their review with " | ||
+ | * Release the process version and mark it as valid | ||
+ | * Mark the previous valid version as obsolete | ||
+ | * Send email notification to all process users | ||
+ | * If any of the reviewers finished their review with "NOT OK" | ||
+ | * Mark the process version as invalid | ||
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+ | The following video shows how to create this automation in Stages: | ||
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+ | {{ youtube> | ||
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+ | // | ||
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+ | You can also use the predefined {{: | ||
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+ | Of course, the Stages consultants are also happy to help with process automations. | ||
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+ | // | ||