Activate a Workflow Business Process

Review Workflow Business Processes, Notification and System Status topics prior to starting this task.

Configure Notification Groups
Set Notification Group Assignments. Notices will not be sent out to the Approver or Approvers if the Approver is not a member of a Notification Group in Setup > Notification Groups.
Be sure the Task Manager Run As User is set and the Contact Manager and the Email Manager are turned on and configured to relay and deploy email messages. A valid email account must be defined as one of the contact methods if you want an email to be sent.

IMPORTANT
Access to the System Status page in Setup may be needed to troubleshoot and review work code requests that do not have a business process association. The System Status page is especially critical for pre-existing customers with many work code request transactions already on the calendar. For some customers this could be an enormous amount of work codes and not setting this feature properly could deploy a massive and unnecessary amount of email notifications. Please read through the entire workflow, notifications, and system status documentation to obtain an in-depth knowledge of all the links and moving parts involved with notifications and workflows before turning this feature on.

IMPORTANT

Access to the System Status page in Setup may be needed to troubleshoot and review work code requests that do not have a business process association. The System Status page is especially critical for pre-existing customers with many work code request transactions already on the calendar. For some customers this could be an enormous amount of work codes and not setting this feature properly could deploy a massive and unnecessary amount of email notifications. Please read through the entire workflow, notifications, and system status documentation to obtain an in-depth knowledge of all the links and moving parts involved with notifications and workflows before turning this feature on.

To activate a workflow business process:

Go to Setup > Workflows:
In Business Process select the desired process to turn the advance settings on. Legacy is the default setting.
- To activate notifications for work code approvals click Approve a Work Code Request > Notices> Active.
- To activate notifications for shift trades and the acknowledgment setting, click Work Code Trade> Acknowledgments > Active.
- To activate trade cancellation notifications for shift trades an d the acknowledgment setting, click Work Code Trade Cancellation > Acknowledgments> Active.
To control the frequency of notifications, select the desired business process > select the workflow setting and click Edit to open the notification parameters. Configure the settings as desired. See Workflow Business Process Field Descriptions topic for more information.
Click Save.

Customers in production with pre-existing work codes must go to Setup > System > System Status > Work Codes page to review and take action on work codes that do not have a work flow business process association because they were applied prior to activating work flows and notifications. Additionally, The trade acknowledgment and cancellation feature activates for trade transactions created after activating the business process.