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10 work order workflow configuration, Work order workflow configuration -1, Work order workflow – Grass Valley Xmedia Server Vertigo Suite v.5.0 User Manual

Page 130: Rder, Workflow, Configuration

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XMS Configuration Guide

10-1

10

W

ORK

O

RDER

WORKFLOW

CONFIGURATION

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 10-31

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 10-8

“Workflow option: Transitions” on page 10-11

“Workflow option: Priorities” on page 10-20

“Workflow option: Roles” on page 10-23

“Workflow option: Users” on page 10-27

N

OTE

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

.