Changing the work order workflow

The default work order workflow involves a test analyst, a business analyst, and a designer. The test analyst requests a service, the business analyst reviews and approves or denies the request, and the designer fills or rejects the request. You can change the workflow so that the test analyst sends requests directly to the designer without a business analyst review.

Only users with a user role of admin can change the work order workflow.

You can change the workflow to exclude the business analyst review only if there are no work orders that have states of Pending Review or Denied by Reviewer.

You can change the workflow to include the business analyst review at any time, but existing work orders are not affected by the workflow change.

To change the work order workflow by using the manager:
  1. Access the manager on the application server.
  2. Click Configuration.
  3. Click Work Orders and review the workflow diagram, which illustrates the current workflow.
  4. Click Exclude Reviewer Actions to change the workflow so that the test analyst sends requests directly to the designer without a business analyst review. Click Include Reviewer Actions to include a business analyst review in your workflow again.


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