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".

Setting of the user interface

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.

Object	Property	Values of the properties
Discusion - It will be possible to add forum posts by setting the viewing of the discussion.	Visible	true false
Form1 - the main form for entering the requirement.	Mode	ReadOnly Insert 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.	Visible	true false
PanelAdresat - displays the address of the next step with the possibility of change of address.	Mode	ReadOnly Edit 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".

Název	Definice
State	The text field for entering the internal chain for state identification. One word written lowercase and without diacritics is filled in. For example "new".
Description	The displayed value for the internal state identification. For example "New".
Sys. state (system state)	System status, the possible values: new - it is assigned to the state which corresponds with the new requirement. running - Other states between the state "new" and "end-success" or "end-failure" end-failure- it corresponds with the last state end-success - it corresponds with the last state
Sys. state2	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.
Validation	Not used
Action	Action which begins after choosing the state definition. The following actions for the types of requests are internally defined: Benefit - exe:zapsat - registration to the social program Holiday - exe:zapsat - registration of the approved leave into the attendance or absences (according the portal parameter setting) Compensatory leave - exe:zapsat - registration to the attendance or absences Bonuses - exe:zapsat_rucni2 - registration into the wages, into the chart -"rucni2" Training - exe:prihlasit - Login into the training event. / exe:odhlasit - Logout of the training event
Access (Who can set status)	Option to tick multiple options for determining who will have access to the request. Adresát - adressee of the request Vydavatel - publisher of the request Správce - administrator of the request 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.
Násl.krok (Next step)	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.
Adresát pro násl.krok	Reference to the user, who is the following solver of the requirement. The possible values:: vyd - The requirement Publisher. The employee, who created the requirement. !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. id - id of the working position. Every user who is „sitting“ on a relevant working place is an addressee. vd - The superior of the current solver (meaning the superior of the solver of a current step). vd_res - The superior of the current solver (meaning the superior of the solver of a current step). 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. 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. 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. 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.
Oznámení komu	An e-mail, which says to whom the notification is delivered, is entered. oc - personal employee number to which notification has come. vyd - the requirement Publisher. The employee, who created the requirement. id - id. id of the working position. Every user who is "sitting" on a relevant working place is an addressee. vd - The superior of the current solver (meaning the superior of the solver of a current step). Superiority is determined by systematization of jobs. vd_res -The superior of the current solver (meaning the superior of the solver of a current step). 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. 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. 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. 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. mail - An e-mail, which says to whom the notification is delivered, is entered.

Oznámení komu

U každého stavu lze zadat až 3 příjemce oznámení, příklad viz. obrázek. V tomto případě by emailové oznámení bylo odesláno

vd - nadřízenému žadatele

vyd - vydavateli požadavku

mail - a na zadanou e-mailovou adresu.

Další typy příjemců - viz. výše

U jednotlivých stavů tedy lze docílit toho, aby nikomu nebylo posíláno oznámení, nebo zrušit oznámení žadateli pro stavy, kdy si požadavek předávají např. účetní s nadřízeným.

Pokud není žadatel adresátem následujícího kroku a má být informován o změně stavu požadavku, přidejte jej do "oznámení komu" (tj. přidejte hodnotu "vyd").

Funkcionalita respektuje změnu adresáta přes panel "změna adresáta", tj. pokud položka "Oznámení komu" obsahuje hodnotu z položky "Adresát násl. kroku", odešle se oznámení nově určenému adresátovi místo původnímu.

Parametry nastavující emailovou notifikaci
Menu: Nastavení - Parametry

Název	Popis
Email KSPortálu	Email adresa KSPortálu. Zapisuje se ve formátu: email, zobrazené jméno. Tzn. jde o emailovou adresu a zobrazené jméno, které budou uvedeny v hlavičce odesílaného/přijatého emailu.
Email kódování	Kódování emailů odesílaných KSPortálem. Možné hodnoty: UNICODE, ASCII, UTF8. Standardní nastavení je UTF8.
Email SMTP	SMTP pro odesílání emailů KSPortálem. Formát: adresa, port (port je povinný).
EmailOdkud	Odkud zjišťovat email zaměstnance.

Emailové adresy zaměstnanců
Emailové adresy zaměstnanců je nutno mít uloženo v aplikaci KS mzdy PROFi se specifikací

• E-mail do práce

v agendě Kontakty

References

example of the workflow setting - Holiday

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