Designing the Workflow Workflow in eB Designing the Workflow Create a template for the Work Order Add tasks to represent the steps of the workflow Link tasks together to create the “flow” Specify properties for tasks and links Boiling things down, these are the four steps to designing a workflow for a given type of Work Order. You create a template, analogous to creating a template for a document, only here you are creating a template for a Work Order. You add tasks using a 2-D design surface, and arrange the tasks in the way you want them to be laid out. Then you link the tasks together to create the flow of the workflow. And then you can specify the properties of each of the tasks, and also the links that connect them. Now, obviously, after you have created the work order template, you don’t have to do the remaining steps all at once. You can add couple tasks, specify their properties, link them and specify the properties for the link, etc. The slides that follow go through each of these four steps in detail. Bentley Systems, Inc.

Create a Work Order template Workflow in eB Create a Work Order template You’ve heard the word “template” before, when we talked about document templates. The way you create a template for a Work Order is really no different from how you create a template for a document. You first have to have one or more classes of Work Order, as you see in the top of this slide. (More on how to do this later.) Notice the Contract Review, Procedure Review, and Engineering Drawing Review. Those are each different classes of work order, which generally differ in the attributes that the workflow could have associated with it. Then you pick the class for which you want to have a template, and you choose New from the Template topic. Template becomes the prototype for actual workflow instances Bentley Systems, Inc.

Add Tasks using the Diagram Workflow in eB Add Tasks using the Diagram Actions menu on Diagram topic lets you add tasks Design surface for arranging & linking tasks The Work Order template has a Diagram topic. When you open the diagram by clicking the double arrows, a design surface displays, allowing you to add tasks and move them around in relation to one another. Bentley Systems, Inc.

Hints for using the Design Surface Workflow in eB Hints for using the Design Surface Action menu when something is selected Link cursor Task cursor Right-click on design surface to get back to adding tasks or links “Sticky Mode” for insert This slide provides some hints to make it easier to work in design surface of the Diagram topic. You can get a menu of things you can do using the Actions link, or you can also get the same menu if you right-click on any blank area of the design surface. Right-clicking on an object (such as a task or link) gives you a menu appropriate to that object. When you choose Add Task or Link from the menu, that puts you into insert mode, and you stay in that mode as long as you continue to left-click. So you can easily add several tasks. If you want to get out of insert mode, just right-click in an empty spot on the design surface. You’ll notice that the menu is different when you have something selected versus when nothing is selected. Right-clicking on a blank spot of the design surface unselects the object, and gives you the other action menu. Right-clicking also cancels insert mode if you happen to be in that mode. The cursor gives you an indication of whether you are in insert mode, inserting Links or Tasks. The easiest way to get the flavor of working on the design surface is to jump in and do it. So let’s take some time to do that now. Right-click on design surface to exit insert mode Action menu when nothing is selected Bentley Systems, Inc.

Workflow in eB Linking Tasks Adding a link is pretty easy. You just pick Link from the Actions menu, and then click and drag from the predecessor task to the subsequent task. You don’t have to worry about where the arrow connects to the task; the software manages that automatically. You can see how this works after creating a link by dragging around one of the linked tasks and watching how the arrow adjusts. After choosing Link mode, drag from one task to the other and release Bentley Systems, Inc.

Specifying Properties Workflow in eB Specifying Properties  Click on arrow or task box to select it ‚ Fill in properties for selected object You can specify properties for both a link and a task. Just select the object whose properties you want to change. It can be a little challenging to select an arrow. You have to click right on the line, and it’s easy to miss. You may have the best luck selecting by clicking close to the head of the arrow. When you are specifying properties for a task, notice that you can specify Duration. You could also specify start and end dates, but it’s usually not that useful to specify those in the template. It’s much more useful to specify those in the workflow instance, where you have an actual job to do that usually has dates tied to it. Bentley Systems, Inc.

Save Layout and Save Properties Workflow in eB Save Layout and Save Properties Save Properties Save Layout Don’t forget to save your changes. (Actually, the software will remind you if you do forget.) The little save icons appear next to each property you change. To save changes to the layout, you click the save icon in the toolbar, which also saves any changes to the whole Work Order. Bentley Systems, Inc.