To create a new workflow test:

• Navigate to the administration module within Framework Ecm
• Select production on the site, and then Wfl. Analysis to bring up all current work flow analysis tests
• Select the ‘new’ button in the bottom right

You will then be presented with a screen like this:

Once you have this filled out, you can start to fill out the different fields

• Category – relates to the test itself, typically [Common Work Flow Tests]
• Name – a title for the test itself, i.e. 'Build Contract Received'
• Description – following on the previous name, a sample description might be: “Build Contract has been Received 7 days after Build Contract Signed”
• Type – there are only two options for this, field 1 exists, field 2 does not, field 3 is in the paste / stage duration. If you are simply after Field 1 x amount of days after Field 2, then stage duration is the ‘default’ choice.
• Minor Work Flow Stage – select the appropriate minor stage from the list
• Calculation Method – there are several calculation methods available, however each is suited to a different scenario. Our default options are typically Cal Days – Standard duration between fields 1 and 2, and Work Days – Standard duration between fields 1 and 2.
• Allowance – how many days do you wish to allow staff to have before it is expected that the task is complete
• Order – where in the list of work flow tests do you wish to have this particular test
• Notes – any additional notes that you wish to add to this test

Adding Test Fields

To add a test field, select the RMS Field Context popup icon (ellipsis), and you will be presented with the below screen:

This dialog shows all of the different fields within Framework. To aid in your search, you could search for fields through the administration application.

Test Field 1 in standard tests (i.e. using working days / standard duration) is going to be the test you are going to be basing the second field off. I.e. Field 1 is an Ordered field, and Field 2 is a Received field. “Asset Protection Received 5 days post Asset Protection Ordered”.

Field 1: Asset Protection Ordered
Field 2: Asset Protection Received

Allowance is based on typical work flow requirements: i.e. 10 days.

So, the Work Flow test says: After 10 days post ordering asset protection, we will have our asset protection received.

Allocating Work Flow Tests

After creating your work flow tests above and beyond the standard Framework WF Tests, you can now allocate these tests to region/divisions and then individual staff members. A test can be allocated to a single region/division or all region/divisions.

1. Select the Region/Division Tests list. A shadow will appear around the list to indicate it is selected.
2. Click New. The Region/Division Work Flow Analysis Test dialog.
3. Make a selection for the following fields: 

• • Region/Division
  • Work Flow Test

4. Enter values for the following fields: 

• • Allowance
  • Order

1. From the Staff list, select a staff member.
2. Click Allocate. The work flow analysis test will be allocated to a staff member

Turning on Work Flow Tests on Login

Navigate to the security module within Framework Ecm, and then select the user folder / tab

• Select the user you wish to edit the workflow tests for
• Select the region/division tab
• Edit the current region/divisions that are available and you will be given a screen that has several options for Work Flow Analysis:

Select and modify the settings (above) to reflect how many / little WF tests you wish to perform/receive and whether you want to show the analysis.

There are also preferences that can be edited within the security module:

If you need more assistance with Work Flow tests, please take a look at our work flow analysis best practice guide.