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Workflow Diagram
Collaborate with the project team and define statuses and transition "on paper" before configuration begins in InfraLink. Make sure all possible statuses and allowed transitions are represented.
| Gliffy Diagram | ||||||||
|---|---|---|---|---|---|---|---|---|
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Status Transition Details
As you diagram your workflow, gather information and understand the context for each possible status transition. Details can be documented in a format similar the below.
| Status Transition | Party Responsible for Transition | Permission Restriction? | Custom Fields (note behavior for each) |
|---|---|---|---|
New → Acknowledged | |||
| New → Canceled | |||
| Acknowledged → Canceled | |||
| Acknowledged → In Progress | |||
| In Progress → Suspended | |||
| Suspended → In Progress | |||
| In Progress → QA Review | |||
| QA Review → Closed | |||
| Work Ticket(s) Creation/Assignment - Created as Needed | |||
| Schedule → On Site | |||
| On Site → Complete | |||
Workflow Statuses and Handling Metrics
If the project team is subject to a client/contract Service Level Agreement (SLA), be sure to build that into the workflow. Define each Status' impact on the metric calculation. Up to eight (8) unique Handling Metrics are supported per instance.
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