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Maximo - Workflow

Workflow Applications in Maximo 


Actions

Used to create and manage actions and action groups. Actions are associated with connection lines in a Workflow process and are triggered by the routing that moves a record from one node to another.


Communication Templates 

Used to create and manage templates that the system uses when generating e-mail messages. The workflow uses communication templates for notifications.


Escalations

Used to create and manage escalation processes. An escalation is a mechanism that can monitor time-sensitive records and key performance indicators (KPIs), which can take action or send notifications when a record reaches a defined escalation point.

Workflow can use escalations with task assignments.


Inbox/Assignments Setup

Used to configure the Workflow Inbox on the Start Center of a user.


People

Used to create and manage records for individuals who are listed on records in any capacity. The workflow uses person records when generating assignments and notifications.


Person Groups 

Used to create and manage records for groups of individuals. The workflow uses person group records when generating assignments and notifications.


Roles 

Used to create and manage records for roles. All roles resolve to a person, person group, or e-mail address. All Workflow assignments and notifications are made to roles.


Workflow Administration  

Used to view and modify assignments and active instances of Workflow processes.


Workflow Designer

Used to create, view, and modify Workflow processes. Workflow Inbox Used to view and respond to Workflow assignments. A Workflow process routes assignments to the Inbox of a user.




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