workflow requirements gathering - · pdf filelaura rogers senior sharepoint consultant...

Laura Rogers

Senior SharePoint Consultant

Rackspace

This presentation goes with this recording:http://www.youtube.com/watch?v=LKk8T9Mx8-U

Workflow Requirements Gathering

RACKSPACE® HOSTING | WWW.RACKSPACE.COM

About Me

• Laura Rogers, Microsoft MVP

– I live in Birmingham, Alabama

– Company: Rackspace Hosting

– Author of six SharePoint books

– Blog: http://www.wonderlaura.com

– Follow me on twitter @WonderLaura

– This presentation goes along with this recording:http://www.youtube.com/watch?v=LKk8T9Mx8-U

http://www.wonderlaura.com/

http://www.youtube.com/watch?v=LKk8T9Mx8-U


My Latest Books

• Beginning SharePoint 2013: Building Business Solutions

• Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step


Agenda

• Introduction

• The Components

• Gathering approval process requirements

• Methods of approval


Introduction

• What is an approval process?

• Approval process = Workflow

• It’s all about the requirements. There is no ONE best practice.

• SharePoint provides several methods to accomplish this

• Demonstrations and Pros and Cons will help in the decision


The Product Components


Workflow Components

• What is being approved or routed?

– InfoPath form?

– SharePoint List form?

– Document in a library?

• Tasks

• Emails

• User Interface

Requirements

Get a Flow Chart Together

Security Restrictions *

Parallel versus Serial

User Interface *

Emails

Task Assignment *

What’s at the end?


Security

• Can each approver see other approvals?

• Strict permissions on each task?

• Read only data after approval?

• What happens after approval is over? Lock item down?


User Interface

• What goes where?

• What needs to be clicked where?

• Web Parts:

– Item to be approved

– List of Tasks

– KPI images

– Change History


Task Assignment

• To Groups or Individuals?

• Groups easier for admin

• Users easier for view filtering

• Groups – Use web part audience targeting per group

• Are Tasks even a requirement?

Methods of Approval

Content Approval

Collect Signatures

Task Assignment

InfoPath Forms

Laura Rogers

http://www.wonderlaura.com

Thank you for attending!

workflow requirements gathering - · pdf filelaura rogers senior sharepoint consultant...

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