XMS Configuration Guide
10-1
10
W
ORK
O
RDER
W
ORKFLOW
C
ONFIGURATION
The Vertigo Suite provides a fully integrated module for requesting, completing, tracking
and approving graphics work orders. The work order management system is based on a
standardized workflow that is configured using the Xmedia Server Control Panel’s
W
ORKFLOW
page.
Although the Xmedia Server provides a default workflow (see
page 10-3
), we recommend
that you modify this workflow so that it represents the exact procedure by which work order
requests are created, completed, and approved within your organization. The customization
of the workflow is performed by adding, removing, and/or editing the
W
ORKFLOW
OPTIONS
that appear on the Xmedia Server Control Panel’s Workflow page.
Another feature of the Xmedia Server Control Panel’s Workflow page is the
E-N
OTIFICATION
workflow option, which allows the work order module to automatically send email alerts to
users when a job’s assignee is specified, or when a work order’s has transitioned to a new
state (see
“Setting up E-Notifications” on page 10-35
more information).
The following sections describe work order workflow models and how to use the Xmedia
Server Control Panel’s Workflow page to configure a workflow that best meets your
organization’s needs:
•
“Xmedia Server Control Panel’s Workflow options” on page 10-2
•
“Workflow models” on page 10-3
•
“Workflow option: States” on page 10-5
•
“Workflow option: Permissions” on page 10-9
•
“Workflow option: Transitions” on page 10-13
•
“Workflow option: Priorities” on page 10-22
•
“Workflow option: Roles” on page 10-25
•
“Workflow option: Users” on page 10-30
N
O T E
This document’s coverage of work order management is limited to using Xmedia Server
Control Panel to configure a work order workflow. Information and instructions regarding
creating, completing, and approving work order requests are provided in the
X
PLORER
U
SER
M
ANUAL
and the
X
BUILDER
U
SER
M
ANUAL
.
