Understanding Workflows and Cases - PAS Integrity Software Suite - 7.3 - Help - Intergraph

Integrity User Guide

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PAS Integrity Software Suite
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PAS Version
7.3

You can use workflow definitions and cases to support your management of change (MOC) processes. You can define your standard work processes, and then create cases for units of work that follow the defined processes. The cases document the work as it progresses and can help you comply with regulations, such as those in OSHA 1910.119(l).

A workflow definition, much like a process flow diagram, identifies each step (state) in a work process and the transition from one state to the next. The workflow definition also determines whether a state includes a checklist. An administrator creates and configures as many workflow definitions as you need.

Each workflow definition consists of a beginning state and an ending state with a normal path that includes defined transitions between each state. An administrator can also create alternate paths. For example, the normal path might be that an issue is assigned, work is performed, work is reviewed, and then it is approved before completion. An alternate path might be that the work is rejected, additional work must be done, and then resubmitted for review and approval.

Once configured, you can create a case based on a workflow definition. Cases allow you to document your specific procedures for managing changes with customized checklists, procedural states and transitions, and authorization sign-offs. A case provides the set of fields that describe the work to be completed and allow you to add information about the work. The case uses the states, checklists, and transitions defined by the associated workflow definition to follow the work process.

Integrity provides several sample workflow definitions. Your administrator creates and configures the workflow definitions that meet your specific needs. Then, the Workflow Cases window in the Integrity web interface allows you to create and work with cases. You can click on a row in this window to display the details of that case.

The Workflow Cases window is available only if the PAS Workflows asset model is licensed and configured.

For more information, see Creating and Configuring Workflow Definitions.