HOPEX Collaboration Manager
HOPEX Collaboration Manager Introduction
Communicating in MEGA
Workflows
Action plans
Repository Snapshots
Workflows
Introduction to Workflows
Overview of Workflow Features
Features
Workflow engine
Prerequisites
Design Tasks
Workflows
Transfer of Objects
Scheduler
Using Workflows
Using Workflows
Consulting Workflows
Consulting Workflows in HOPEX Windows Front-End
Consulting Workflows in HOPEX Web Front-End
Consulting Notifications
Display of the notification dialog box in HOPEX Windows Front-End
Consulting notifications in HOPEX Windows Front-End
Consulting notifications in HOPEX Web Front-End
Starting a Workflow
Participating in a Workflow
Triggering a transition from a list of workflows
Triggering a transition from an object in a solution
Examples of Workflows Supplied as Standard
Using Requests For Change
Request For Change Workflow
Accessing Requests for Change
Creating a Request For Change
Passing to the Next Request for Change Workflow Step
Using Design Tasks
Design Task Workflow
Possible statuses for design tasks
Accessing Design Tasks
Creating Design Tasks
Assigning and Aborting a Design Task
Consulting Design Task Properties
Passing to the Next Design Task Workflow Step
Selecting a Design Task
Dispatching as a Design Task
Using the Validation Request Workflow
Requesting validation
Validating the object
Refusing object validation
Using the Unlocking Request Workflow
Making an unlocking request
Consulting unlocking requests
Accepting an unlocking request
Refusing an unlocking request
Configuring Workflows
Defining a Workflow
Overview of Workflow Definitions
Creating a Workflow Definition
Accessing workflow definitions
Creating a workflow definition diagram
Workflow Statuses
Workflow Participants
Creating a participant in a workflow definition diagram
Creating a participant from a workflow status
Associating persons with participants
Workflow Transitions
Creating a workflow transition
Person selection mode
Information associated with workflow transition
Multiple triggering transitions
Mass transitions
Implementing scheduled transitions
Conditioning a transition
Configuring the workflow transition triggering menu
Managing transitions at reassignment
Workflow Actions
Configuring a workflow action on a workflow status
Creating a workflow action
Workflow Advanced Configuration
Managing Workflow Object Statuses
Managing object status with the generic attribute
Managing object status with a specific attribute
Implementing Workflow Interactions
Workflow interactions principle
Workflow interaction macros
Workflow interaction examples
Managing E-mails and Notifications
Configuring Actions with Message or Notification
Defining text
Defining recipients
Help on tags
Managing Languages
Notification languages
E-mail language
Managing Objects and Attachments
Managing objects in notifications
Managing attachments in e-mails
Indicating a URL in an E-mail
Adding a URL
Opening the application on a specific tab
Managing Workflows
Workflow Administration Options
Accessing Workflow Options
Workflow Display RIghts
Workflow Administration Rights
Configuring Standard Workflows
Customizing Workflows
Adding a MetaClass
Duplicating a workflow definition
Customizing the Validation Workflow
Stopping a Workflow Instance
Viewing Workflows in Progress
Managing Workflow Users
Managing Permissions on Workflows
Configuring Permissions on Objects
Specifying Persons Authorized to Start a Workflow
Generating a Report of Permissions by Workflow Definition
Generating the report from a profile
Generating the report from a workflow definition
Report content
Managing Repository Transfers
Alignment Use Case
Implementing a Production Repository
Transfering Objects Between Repositories
Modes of Transfer to a Production Repository
Organizational and Technical Choices
Transfering Objects in Push Mode
"Push" mode without validation
"Push" mode with validation
Transfering Objects in Pull Mode
"Pull" mode with validation
"Pull" mode with use of design tasks
Automatic alignment
Transfering Objects
Principle
Creating a Transfer
Scheduling a Transfer
Adding an Object to a Transfer
Transfering the Object
Managing Transfers and Transfer Templates
Snapshots
Repository snapshots
Managing Repository Snapshots
Prerequisites
Creating Repository Snapshots
Creating a repository snapshot from the Administration application
Creating a repository snapshot from HOPEX
Repository Snapshots Use Case
Comparing Two Diagram States
Comparing and Aligning Two Objects States Over Time
Using Repository Snapshots for the Time Machine
Action Plans
Introduction to action plans
Action plan implementation process
Creating the action plan
Validating the action plan
Executing the action plan
Closing the action plan
Accessing action plans of HOPEX Collaboration Manager
Prerequisites for using action plans module
Connecting to HOPEX Collaboration Manager
Profiles Linked to Action Plans
Action Plan Manager
Action Plan Owner
Action Owner
Action plan approver
Action plan creator
Desktops linked to Action Plans
Desktop proposed to the action plan manager
Desktop proposed to the action plan owner
Desktop proposed to the action owner
Action Plans
Using Action Plans
Creating Action Plans
Supplementing Action Plan Information
Action Plan Progress Steps
Managing Actions
Creating an Action
Action statuses
Defining Action Scope
Action Management Steps
Command proposed to creator
Command proposed to entities concerned by an action in "Project" status
Command proposed to "Open" action responsible user
Commands proposed to the "action plan owner or approver" of a terminated action
Assure follow-up of Action plan
Specifying action plan progress rate
Using a steering calendar
Creating a steering calendar
Creating steering dates
Action Plan Follow-Up Reports
Accessing Action Plan Standard Reports
Action Plan Follow-Up
Action Plan Gantt Chart
Action Plan Progress
Appendices
Action Plan Workflows
Action Plan Progress Steps Defined as Bottom-Up
Action Plan Workflows
Top-down action plan workflow
Bottom-up action plan workflow
Action Plan Workflow Mails
Action Workflow
Action Workflow Steps
Action Workflow Notifications
HOPEX Collaboration Manager
Action Workflow Notifications
This site works best with JavaScript enabled