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Designing the Workflow

Designing the Workflow. Create a template for the Work Order Add tasks to represent the steps of the workflow Link tasks together to create the “flow” Specify properties for tasks and links. Create a Work Order template. Template becomes the prototype for actual workflow instances .

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Designing the Workflow

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  1. Designing the Workflow • Create a template forthe Work Order • Add tasks to represent the steps of the workflow • Link tasks together to create the “flow” • Specify properties for tasks and links

  2. Create a Work Order template Template becomes the prototype for actual workflow instances

  3. Add Tasks using the Diagram Actions menu on Diagram topic lets you add tasks Design surface for arranging & linking tasks

  4. Hints for using the Design Surface Action menu when something is selected Link cursor Task cursor Right-click on design surface toget back to adding tasks or links “Sticky Mode” for insert Right-click on design surface to exit insert mode Action menu when nothing is selected

  5. Linking Tasks After choosing Link mode, drag from one task to the other and release

  6. Specifying Properties  Click on arrow or task box to select it ‚ Fill in properties for selected object

  7. Save Layout and Save Properties Save Properties Save Layout

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