Know how: Process release workflow

3D rendering of a process shape with a yellow glowing checkmark in front of it.

The process release workflow supports you in checking and approving a process. In the event of status changes, e-mails with the release report, which contains the process graphic and a detailed process description, are automatically sent to inspectors and approvers.

We would like to show you the workflow with e-mail dispatch here. You can find further information in our knowledgebase.

 

 

Activate process release workflow

  1. Under File, open Options – Current Process Model and activate the Release workflow enabled option.
  2. Activate the option Send Email Notification.
  3. Enter any other recipients in the Additional recipients (CC) field. Please separate multiple addresses with a space or semicolon “;”.
  4. Confirm with OK.

 

Carry out process release workflow

  1. Open the Management tab in the properties window of the process.
  1. Enter users in the Evaluation by and Cleared by fields.
  1. Change the Clearance state from Inactive to In Progress. The process is blocked for export.
  1. After editing the process, change the status to In Evaluation. An e-mail window addressed to the reviewer and containing the “Process description” report opens automatically. The process is blocked for export.
  1. After the positive feedback from the inspector, change the status to Evaluated. If the release is to take place immediately afterwards, set the status to In Clearance. An email window is automatically opened that is addressed to the releaser. The process is blocked for export.
  1. After the positive feedback from the releaser, change the status to Cleared.