As a data architect, you associate workflow methodologies with the
project templates your company uses. Additionally, you associate the phases in
the methodology with the phases in your project template, choose the user roles
responsible for reviewing each phase, and specify the fields required to
advance to the next phase.
A methodology typically has a set of phases, for example, DMAIC, CDOV, PDCA, that a project must pass through before it is completed. Each phase must be approved before the project can move to the next phase. In Engage, each methodology has an associated project template. Ideally, the phases in the project template correspond to the set of phases in the methodology.
- In the web app, click Design. If there is not a sandbox, then create one.
- In the sandbox, click Sandbox Workflow.
- Under
Methodologies & Phases, do either of the
following:
- To create a new
methodology, click
New Methodology.
Note
Before you create a new methodology, be sure to create a corresponding project template so you can associate it with the new methodology.
- To edit an existing
methodology, click the
next to the methodology to
edit.
- To create a new
methodology, click
New Methodology.
- Under Methodology, edit the name of the methodology or select a different methodology.
- Under
Phases, select a phase and do any of the following:
- To rename a phase, click the phase and enter a new name in Phase Name.
- To copy a phase, click the phase, click the Copy icon, then enter a name.
- To remove a phase, click the phase, then click the Delete icon.
- To move a phase, click the
phase's gripper icon
and drag the phase to its new
location.
- To add a new phase, click Add New Phase, then enter a name.
- While a phase is selected, under Reviewers, assign the roles required to review the selected phase. You can select as many roles as you want for each phase. Each phase can have a different set of reviewers.
- Under
Required Fields, you can specify data fields that
users must complete before the project can be submitted for phase review. You
can select as many required fields as you want for each phase. Each phase can
have a different set of required fields.
Tip
When adding fields to the forms in your project template, be sure to indicate (by color or symbol) which fields are required so users know to complete them.
- Click Save.
- When you are done making changes in the sandbox and you are satisfied with how they will be applied in the live site, click Publish Changes.
