Zobrazení zdroje stránky Portal-settings-workflow

The standard setting can be done in the "heavy" application by starting the single function number 133 – initialisation of the workflow. Each type of the requirements has its button for the default setting. Attention: If you already have your own defined types of the requirements and if you use them do not start the single function. You should consult the change with the program creator. 

Besides the standard setting the user has the opportunity to once set the processes according his own needs. 

== Setting of the workflow ==
'''Menu:''' Settings - Setting of the workflow

 * If you use the approval of the requirements for some time and you request the change of the definition, consult this change with the firm KS Program.
 * Making the change of definition – if some requirements run simultaneously it can cause problems.

The setting is done in a clear guide.

{|
|-
| '''1)''' At first the user chooses for which functionality he sets the approval process – the choice "type workflow".
| '''2)''' Then the "phases" or "steps" of the approval process are set. Each step consists of "Setting of the user interface" and "Setting of the states and actions". 

|- style="vertical-align:top;"
|[[Image:P Workflow1.jpg|thumb|left]]
|[[Image:P Workflow2.jpg|thumb|left]] 
|}

== Setting of the user interface ==
[[Image:P Workflow3.jpg|thumb|left]]

'''Description of the step''' - User´s description serves as a tool for facilitating the orientation in particular steps. For example "creation", "Approval of the first level", "denial", "closure" are filled in. In connection with the first step "creation" could be filled in. 

Objects in the user setting can be set for three groups of users.
* '''Adresát''' - the user responsible for solving the requirement in a concrete state. The addressees can change during the elaboration of the workflow. 
* '''Správce''' - the user who has the administrator's rights.
* '''Vydavatel''' - the employee, who created the requirement.
* '''Ostatní''' - the users who fall under none of these groups mentioned above. 

In the section for each group of the users the list of the objects of the page and their properties which can be changed is displayed. In the column "value" the list of all values, which can be assigned to the mentioned properties of the objects, is offered.

{| class="prettytable" cellpadding = "5" cellspacing = "0" border = "1"
|- style="background-color: #eeeeee"
| '''Object'''
| '''Property'''
| '''Values of the properties'''

|-
| '''Diskuse''' - It will be possible to add forum posts by setting the viewing of the discussion. [[Image:P Workflow4.jpg|60px|border]] 
| Visible
| 
true <br/>
false

|-
| '''Form1''' - the main form for entering the requirement. [[Image:P Workflow5.jpg|60px|border]]
| Mode
| 
ReadOnly <br/> 
Insert <br/>
Edit

|-
| '''PanelZmenaStavu''' - it enables the user to change the state of the requirement. The typical use of it is for the addressee of the requirement. [[Image:P Workflow6.jpg|60px|border]]
| Visible
| 
true <br/>
false

|-
| '''PanelAdresat''' - displays the address of the next step with the possibility of change of address.[[Image:P Workflow7.jpg|60px|border]]
| Mode
| 
ReadOnly <br/>
Edit <br/>
Hidden

|}


== Setting of the states and actions  ==
The possible states for the step of the approval process are set there. Every single report is called "definition of the state".
[[Image:P nastaveni stavu akci.png|1070px]]


{| class="wikitable" cellpadding = "5" cellspacing = "0" border = "1" width="100%"
|- style="background-color: #eeeeee"
| <center>'''Title'''</center>
| <center>'''Definition'''</center>

|-
| style="width: 15%;"|
'''Stav'''
| style="width: 85%;"|
The text field for entering the internal chain for state identification. One word written lowercase and without diacritics is filled in.  For example "new". 

|-
| style="width: 15%;"|
'''Popis'''
| style="width: 85%;"|
The displayed value for the internal state identification. For example "New". 

|-
| style="width: 15%;"|
'''Sys. stav''' <small>(system state)</small>
| style="width: 85%;"|
System status, the possible values:
<p style="border: dotted grey 1px; padding: 0 0 0 5px; line-height: 2;  background-color: #eeeeee">
'''new''' - it is assigned to the state which corresponds with the new requirement.  <br/> 
'''running''' - Other states between the state "new" and "end-success" or "end-failure" <br/>
'''end-failure'''- it corresponds with the last state  <br/> 
'''end-success''' - it corresponds with the last state
</p>

|-
| style="width: 15%;"|
'''Sys. stav2'''
| style="width: 85%;"|
When the check is in a certain period of time for completion of the selected step requirement. The field may be vetoed only one state.

|-
| style="width: 15%;"|
'''Validace'''
| style="width: 85%;"|
Not used

|-
| style="width: 15%;"|
'''Akce'''
| style="width: 85%;"|
Action which begins after choosing the state definition. The following actions for the types of requests are internally defined:
<p style="border: dotted grey 1px; padding: 0 0 0 5px; line-height: 2; background-color: #eeeeee">
'''Benefit''' - exe:zapsat - registration to the social program <br/>
'''Holiday''' - exe:zapsat - registration of the approved leave into the attendance or absences (according the portal parameter setting) <br/>
'''Compensatory leave''' - exe:zapsat -  registration to the attendance or absences <br/>
'''Bonuses''' - exe:zapsat_rucni2 - registration into the wages, into the chart -"rucni2" <br/>
'''Training''' - exe:prihlasit - Login into the training event. / exe:odhlasit -  Logout of the training event 
</p>

|-
| style="width: 15%;"|
'''Přístup''' <small> (Who can set status)</small>
| style="width: 85%;"|
Option to tick multiple options for determining who will have access to the request.
<p style="border: dotted grey 1px; padding: 0 0 0 5px; line-height: 2; background-color: #eeeeee">
'''Adresát''' - adressee of the request <br/>
'''Vydavatel''' - publisher of the request <br/>
'''Správce''' - administrator of the request <br/>
'''Ostatní''' - Those who have the accessible employee. 
It is used for example for the state of "storno", when this condition can only set the publisher, but it still left the choice of recipients for approval / disapproval.
</p>

|-
| style="width: 15%;"|
'''Násl.krok''' <small>(Next step)</small>
| style="width: 85%;"|
A reference to the step which follows if the user chooses the state assigned to this "definition of the state". The number of the step is entered.

|-
| style="width: 15%;"|
'''Adresát pro násl.krok'''
| style="width: 85%;"|
Reference to the user, who is the following solver of the requirement. The possible values::
<p style="border: dotted grey 1px; padding: 0 0 0 5px; line-height: 2;  background-color: #eeeeee">
'''vyd''' - The requirement Publisher. The employee, who created the requirement. <br/>
'''!vyd''' - Anyone else than the publisher of the  requirement. It is used for example for vacation approval, where each superior of the applicant can be the approver. <br/>
'''id''' -  id of the working position. Every user who is „sitting“ on a relevant working place is an addressee. <br/>
'''vd''' - The superior of the current solver (meaning the superior of the solver of a current step).<br/>
'''vd_res''' - The superior of the current solver (meaning the superior of the solver of a current step). <br/>
'''pstr''' - The working centre which means that each person in this center (whose number is entered by the user in a following field)  is an addressee of the requirement. <br/>
'''atribut''' -A number of the working position´s property and a number of the value (for example 1019:1), meaning that the addressee is a person who has the property and the value. <br/>
'''vd_atr''' - it enables to set that the addressee is the first found superior of the solver with certain value of the working centre´s property.<br/> '''Example of entering''': 93:01, 93 = a number of the property (it is a property "a group of workers"), 01 is a value set by the required working position which should approve the requirement. 
</p>

|-
| style="width: 15%;"|
'''Oznámení komu'''
| style="width: 85%;"|
An e-mail, which says to whom the notification is delivered, is entered.
<p style="border: dotted grey 1px; padding: 0 0 0 5px; line-height: 2;  background-color: #eeeeee">
'''oc''' - personal employee number to which notification has come. <br/>
'''vyd''' - the requirement Publisher. The employee, who created the requirement. <br/>
'''id''' - id. id of the working position. Every user who is "sitting" on a relevant working place is an addressee.  <br/>
'''vd''' - The superior of the current solver (meaning the superior of the solver of a current step). Superiority is determined by systematization of jobs. <br/>
'''vd_res''' -The superior of the current solver (meaning the superior of the solver of a current step). <br/>
'''pstr''' - the working centre which means that each person in this center (whose number is entered by the user in a following field)  is an addressee of the requirement. <br/>
'''atribut''' - A number of the working position´s property and a number of the value (for example 1019:1), meaning that the addressee is a person who has the property and the value. <br/>
'''vd_atr''' - It enables to set that the addressee is the first found superior of the solver with certain value of the working centre´s property.<br/> Example of entering: 93:01, 93 = a number of the property (it is a property „a group of workers), 01 is a value set by the required working position which should approve the requirement.  <br/>
'''mail''' - An e-mail, which says to whom the notification is delivered, is entered.
</p>

|}

<!--
Each change of the requirement´s state will be announced by sending the email after single setting of the parameters. So for example when the employee creates a request for vacation the informative email will be sent to the senior employee (to immediate superior according the systemisation). After approval of this request by the senior employee an informative email will be sent to the employee.
-->

'''Announcement to whom''' <br>
<!-- Od verze KS portálu 1.5.241 se odesílají oznámení pouze dle natavení položky "Oznámení komu" v nastavení workflow (nikomu nejdou automaticky, dříve adresátovi a nadřízenému nebo žadateli). 
'''Po prvním spuštění KS portálu (verze 1.5.241 a vyšší) se přednastaví položka "Oznámení komu" dle položky "Adresát násl. kroku", zkontrolujte toto nastavení a pokud se neprovede, nastavte ručně.''' -->

There can be entered up to 3 recipients in connection to the each state. The example is in the picture. In this case the email announcement would be sent.
: '''vd''' - to the superior of the applicant 
: '''vyd''' - to the author of the requirement 
: '''mail''' - to the entered email address.

DAnother types of recipients – more about it is mentioned above  

[[Image:P oznameni komu.png|1000px]]

We can set that the announcement will be sent to nobody or we can cancel the announcement to the applicant for the states, when the accountant and the superior forward this requirement with each other. .

If the applicant is not the addressee of the following step and he should be informed about the change of the requirement´s state, add him to the "announcement to whom" (meaning add the value "vyd").

The functionality respects the addressee´s change through the "change of the addressee" panel, meaning if the item "announcement to whom" contains the value from the item "The addressee of the following step", the new announcement is sent to the newly chosen addressee rather than the former one.


'''Parameters setting the email notification''' <br/>
'''Menu:''' Settings - Parameters

{| class="wikitable" cellpadding = "5" cellspacing = "0" border = "1" width="100%"
|- style="background-color: #eeeeee"
| style="width: 15%;"|
<center>'''Název'''</center>
| style="width: 85%;"|
<center>'''Popis'''</center>

|-
| style="width: 15%;"|
[[Email KSPortal|Email of the KSPortal]]
| style="width: 85%;"|
The KS Portal Email address. It is written in the format: email, the displayed name. It means that it is about the email address and the displayed name, which will be listed in the heading of the sent or received email.

|-
| style="width: 15%;"|
[[Email coding|Email of coding]]
| style="width: 85%;"|
he coding of the email sent by KS Portal. The possible values: UNICODE, ASCII, UTF8. The standard setting is UTF8. 

|-
| style="width: 15%;"|
[[Email SMTP (ENG)|Email SMTP]]
| style="width: 85%;"|
SMTP for sending the emails by KS Portal. Format: Address, port (the port is obligatory).  

|-
| style="width: 15%;"|
[[EmailWhence]]
| style="width: 85%;"|
Where can the user find the employee´s email address.

|}


'''The employees´ email addresses''' <br>
It is important to save the employees´ email addresses into the KS mzdy PROFi Application with specification 
* '''''Email to work'''''
in the Contacts agenda [[Kontakty|Contacts]]

== References ==
example of the workflow setting - [[portal-workflow setting holiday|Holiday]]


<div style="text-align:center">[[portal-Workflow settings|Back]] | [[Requests (DB tables)|DB tables]]</div>