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Sending a model through a Workflow

BusinessOptix authors are able to send their process model through a selected Workflow model. 

In order to successfully carry this out, first set who your stakeholders are for the model. In the Model Explorer, under Stakeholders, you are able to set who the Reviewer, Approver, Distributor and Sponsor are. Multiple people can be set as these stakeholders.
Once the stakeholders have been selected, save the model.

In the ribbon bar, under File, click 'Send to Workflow'.

Here, you will have an option of which Workflow process you want to send your model to. When a workflow model has been selected, click the Send button.

The stakeholder who was set as the reviewer for the model will now receive an email informing them that the model is ready to be reviewed along with a timeout duration and a link to the model.

When the link has been clicked, the Reviewer is able to tick if they have reviewed the model under the Feedback section.

The Approver will now receive an email informing them that the model is ready to be approved along with a timeout duration and a link to the model.

When the link has been clicked, the Approver has a choice of whether they approve or disapprove the model by checking one of the options under the Feedback section via the HTML output.

The Document Control shows the viewer the changes made regarding the stage of the model. All the details regarding the change of the status are displayed to the viewer, corresponding to the particular version of the process model that the status has been changed for.

When the Approver has approved the model, the author will receive an email informing them that the model has now been published.

The published model can now be seen in the Library, under Browse, in Stakeholders.

The status of the model has now been changed to ACTIVE, thus it is now published in the BuisnessOptix Library.

 

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