How work moves

Stages

1. New
2. →Triaged
3. →Investigating
4. →Waiting on customer
5. →Solved
6. →Duplicate
7. →Will not fix

Models and their phases

• CM-4 Item Discrepancy Notice
  1. 1Record the discrepancyInitiator
  2. →2Verify it on the shelfReviewer
  3. →3Correct the item dataEditor
  4. On demand:Item discrepancy reviewReview
  7 instances
• CM-5 Payment problem
  1. 1Record the problemInitiator
  2. →2Investigate the paymentEditor
  3. →3Confirm the solution with the customerReleaser
  4. On demand:Customer information requestInformation requestApproach confirmationOpinion
  9 instances
• CM-6 Application defect
  1. 1Record the defectInitiator
  2. →2Fix it or hand it overEditor
  3. →3Check the fixReviewer
  4. On demand:Defect reproductionAssignmentKnown issue checkAssistance
  9 instances
• CM-7 Order change
  1. 1Record the change asked forInitiator
  2. →2Change the orderEditor
  3. On demand:Customer information requestInformation request
  7 instances

Stages

1. Submitted
2. →Assigned
3. →In review
4. →Approved
5. →Rejected
6. →Canceled
7. →Expired

Models and their phases

• CM-1 Daily Supplier Recommendations Release
  1. 1Generate the recommendationsInitiator
  2. →2Adjust quantities and suppliersEditor
  3. →3Approve the recommendationsApprover
  4. →4Release to purchasingReleaser
  5. Initiation formflow:FF-4 Supplier recommendation run
  6. On demand:Daily supplier recommendation reviewReviewDaily supplier recommendation approvalApprovalDaily supplier recommendation exception reviewReview
  7 instances
• CM-2 PO Release
  1. 1Prepare the purchase ordersInitiator
  2. →2Check supplier terms and limitsReviewer
  3. →3Release the purchase ordersReleaser
  4. On demand:Purchase order reviewReviewPurchase order releaseRelease
  7 instances
• CM-8 Refund request
  1. 1Submit the requestInitiator
  2. →2Check it against the policyReviewer
  3. →3Approve the refundApprover
  4. →4Pay the refundReleaser
  5. Initiation formflow:FF-1 Refund request
  6. On demand:Refund reviewReviewRefund approvalApproval
  9 instances
• CM-9 Access request
  1. 1Submit the requestInitiator
  2. →2Approve the accessApprover
  3. →3Grant the accessReleaser
  4. Initiation formflow:FF-2 Access request
  5. On demand:Access approvalApproval
  8 instances
• CM-10 Purchase request
  1. 1Submit the requestInitiator
  2. →2Approve the purchaseApprover
  3. →3Place the orderReleaser
  4. Initiation formflow:FF-3 Purchase request
  5. On demand:Purchase approvalApproval
  7 instances
• CM-11 Customer order delivery
  1. 1Place the orderInitiator
  2. →2Accept the orderApprover
  3. →3Pick up the parcelReleaser
  4. →4Deliver the parcelReleaser
  5. →5Confirm the deliveryReviewer
  6 instances

Stages

1. Backlog
2. →Accepted
3. →In progress
4. →Approved
5. →Rejected
6. →Canceled
7. →Expired

Models and their phases

• CM-3 Receiving Analysis
  1. 1Record the receiptInitiator
  2. →2Compare it with the purchase orderReviewer
  3. →3Decide what is acceptedApprover
  4. On demand:Receiving analysis reviewReview
  7 instances
• CM-12 Content update
  1. 1Draft the contentEditor
  2. →2Review it in both languagesReviewer
  3. →3Publish itReleaser
  4. On demand:Layout checkReview
  9 instances
• CM-13 Engineering change
  1. 1Design the changeInitiator
  2. →2Build itEditor
  3. →3Review itReviewer
  4. →4Release itReleaser
  5. On demand:Design opinionOpinionLayout checkReview
  9 instances
• CM-14 Design review
  1. 1Present the designInitiator
  2. →2Review itReviewer
  3. →3DecideApprover
  4. On demand:Design opinionOpinion
  10 instances

Stages

1. Awaiting decision
2. →Approved
3. →Rejected

Models and their phases

• CM-15 Timed task
  1. 1Timed reviewReviewer
  2. →2Complete the follow-upReleaser
  3. On demand:Manual approvalApprovalPaused workAssignmentOverdue reviewReviewExpired taskAssignmentLive timeoutApprovalAutomatic approvalApprovalAutomatic rejectionApproval
  18 instances

Stages

1. Awaiting approval
2. →Completed
3. →Rejected
4. →Cancelled

Models and their phases

• CM-16 Document control request
  1. No phases yet
  18 instances