Before You Create Workflows

Workflows rely on many different lookup tables and numbering masks to be defined beforehand. To adequately define workflows and their tasks, the following preparation is recommended:

Note: In AssetWise Director, workflows are sometimes referred to as "work orders".

For administrators:

An optional Work Order Priority lookup list in the System Admin > Maintain List Values > Priorities > Work Order tables.
Optional user-defined attributes in the System Admin > Information Modeling > Classes & Attributes tables to record additional data to support the enterprise business processes.
A generic work order number mask in System > AdminSystem Defaults > Identification tables for ad-hoc work orders not copied from predefined templates.
Task level Skills lookup table in System Admin > Maintain List Values > Skill tables.
Workflows can be created from a template, providing at least one "Approved" template has been created.

For users:

To create a workflow, you must have the New Object Instances > Work Order permission.

Note: If skills are defined and used for a task, then all persons involved in receiving tasks must be allocated the applicable skills, since ALIM Web only allows persons with the correct skills to be assigned to a specific task. Tasks can be defined with no skills defined. In this case, any person may be allocated the task.