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Planview Customer Success Center

TEBR Workflow

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Introduction

TEBR Workflow allows you to:

  • Create a sequence of TEBR Statuses for each TEBR Type, from an initial status to an end status.
  • Assign the privilege of setting that status to User Roles (Permission Roles) or User Groups.

If workflows are turned off, all TEBR Statuses will appear in the TEBR Status drop-down menus in Environment Requests. If workflows are turned on, only the TEBR Statuses set for that TEBR Type or the default TEBR Status will appear.

Pre-requisite

To be able to customize the TEBR Status, you must have ‘Access Customizations’ User Permission.

Navigation

Settings SettingsNew (9).png > Customization > Environments > TEBR Status

Create a Workflow

To create a workflow for a TEBR Type:

  1. Navigate to the ‘Customization’ page.
  2. Click Environments.
  3. Click TEBR Status.
  4. Click Open TEBR Workflow Diagram window. ‘TEBR Workflow Diagram’ dialog displays.

TEBR20.png

  1. Select a TEBR Type from the drop-down.
  2. Drag and drop statuses from the ‘Available statuses’ column for the workflow.

You can remove statuses from the workflow by clicking Delete-workflow-status-June-4-2018 (2).png.

Connect the Statuses

Make connections between status boxes by clicking and dragging Status (2).png between status boxes.

Delete the connections by double-clicking them.

Set ‘Initial Status’

Set Initial Status on one status box by clicking Triangle-play-button-start-button-status-workflows-Dec-6-2018 (1).png. Setting an initial status is mandatory. The initial status is auto-selected when you select a Type in Change Management.

TEBR22.png

Set Status Order Priority

  • Statuses must have an order priority number to appear in the workflow or the Status field.
  • Numbers must be positive integers, for example, 1, 2, 3. Zero is also acceptable.
  • Numbers must be unique. For example, if you enter 1, 2, 2, 3, only one of the ‘2′ Statuses appears in the Status drop-down menu.

Change Workflow Diagram Options

  • Select an SLA Breach Time to set how much time users have to move to the next Status before it is in breach.
  • Select an SLA Breach State Color from the drop-down menu.
  • Select an SLA Breach State Font Color from the drop-down menu.
  • Select the Permissions User Groups / Roles that may update the workflow.
  • Select the Assigned To – Exclude User Groups checkbox to exclude User Groups from the Assignee field. If you have assigned a User Group in the two fields above, do not select this checkbox. 

Click Save-and-Close (16).png.

TEBR24.png

Copy a Workflow

You can save time by copying workflows instead of recreating them from scratch.

To copy a workflow:

  1. On TEBR Workflow Click Copy-To (2).png.
  2. On ‘Copy Workflow for Change Type…’ dialog select a Changes Type from the Select Change Types drop-down menu.
  3. Click Copy-and-Save (2).png.
    TEBR25.png

Your changes will be saved and a confirmation message will display.

More Information

While copying a workflow to another, if you select a TEBR Type for which a workflow exists, the following alert message displays. In this case, click Yes (2).png if you want to overwrite the existing workflow with the copied workflow.

Change-Status13 (2).png