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Workflow Workshop 2012 Sep Leucir Marin
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Workflow Workshop 2012 Sep Leucir Marin

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  • 1. IBM MaximoWorkflow Business Partner Workshop 2012, 11th September Leucir Marin © 2012 IBM Corporation
  • 2. ConsiderationsWhy Automate? First steps Automate repetitive business and record Have the organizational chart in hand. management processes. Increase efficiency and accountability Review the standard operating procedures (ISO 9000 or the ISO 14000 procedures) Review policies for budget Research the types of records at your enterprise that require approval. Review the regulatory requirements for your industry and how they affect your business processes. © 2012 IBM Corporation
  • 3. Workflow Applications Actions Person / Person Group – Are triggered by the routing that moves a – Use them when generating assignments and record from one node to another notifications Communication Templates Roles – Used for notifications – All workflow assignments are made to roles. Escalations Workflow Administration – Mechanism that monitors time-sensitive – View and modify assignments and active records and KPIs. Use with task instances of workflow processes. assignments. Workflow Designer Inbox/Assignments – Create, view, and modify workflow – Configure the Workflow Inbox on the Start processes. Center of a user. © 2012 IBM Corporation
  • 4. Sample - Workflow © 2012 IBM Corporation
  • 5. Designer – Tool Palette Indicates that the progress of Marks the a record end of a Indicates a workflow through a need for process. process user input pauses until a Indicates an required evaluation of condition is the record, met. based on data in the Provides an Indicates Indicates that a record. option for a when a user separate workflow user is to be process is interaction given an contained within with a Inbox another record. assignment. workflow process. © 2012 IBM Corporation
  • 6. Some Tips Generic process require less maintenance than specific ones. Identify when Notifications are required. Manage negative paths as well. Use sub-process when the process becomes complex. Explore SQL Statements, but in a correct way. Try auto-initiated workflows – usually the 1st user is the less experienced one © 2012 IBM Corporation
  • 7. Integration Send HTTP POST to http://<host>:<port>/meaweb/wf/APPROVEPO Initiating <InitiateAPPROVEPO xmlns="http://www.ibm.com/maximo"> <POMboKey> <PO> <PONUM>1087</PONUM> <SITEID>BEDFORD</SITEID> </PO> </POMboKey> </InitiateAPPROVEPO> © 2012 IBM Corporation
  • 8. Integration Waking up <WakeupAPPROVEPO xmlns="http://www.ibm.com/maximo"> <POMboKey> <PO> <PONUM>1087</PONUM> <SITEID>BEDFORD</SITEID> </PO> </POMboKey> </WakeupAPPROVEPO> © 2012 IBM Corporation
  • 9. Resources Maximo Workflow Guideline – http://pic.dhe.ibm.com/infocenter/tivihelp/v60r1/topic/com.ibm.mbs.doc/pdfs/pdf_mbs_wo rkflow.pdf © 2012 IBM Corporation
  • 10. Questions © 2012 IBM Corporation
  • 11. Hands on – Activity Diagram © 2012 IBM Corporation