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Applying Workflow for Requirements
Management, Issue Tracking, and Process
Management
Host: Steve Dam
Developed by
Asks Us
Questions
Meet Your
Host
• President and Founder of SPEC
Innovations
• Participated in the development of
C4ISR and the DoDAF
• Expert Systems Engineering
Professionals Certificate
• steven.dam@specinnovations.com
• @stevenhdam
7/31/2018
Webinar: Applying Workflow for Requirements Management, Issue
Tracking, and Process Management
3
Workflow
• Add Workflow to any class with an
enumerated attribute (including user
defined)
• Customizable permissions for each
transition
• Lock entity ability
• Customizable notifications for each
transition
4
Schema Editor
7/31/2018
Webinar: Applying Workflow for Requirements Management, Issue
Tracking, and Process Management 5
Adding a New Workflow
• The current workflow will be displayed
• New classes with enumerated types can be
added to Workflow by clicking “Add
Workflow Class”
Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process
Management 7/31/2018 6
Issue
Workflow
• Innoslate’s default
workflows are based on
CMMI (Capability
Maturity Model
Integration) and are
designed as a starting
point
7/31/2018
Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process
Management 7
Permissions
• Transition permissions can
assigned to a user or team
• Email notifications can be
assigned to a user or team
• Optionally, once a transition
is reached, Innoslate can
automatically lock an entity
Webinar: Applying Workflow for Requirements Management, Issue
Tracking, and Process Management 8
Workflow Editor
Transitions to states are only available to permitted options set from the Workflow Editor
7/31/2018
Webinar: Applying Workflow for Requirements Management, Issue
Tracking, and Process Management 9
Notifications
• Assigned users will receive
notifications when a transition
occurs
• Users can sign in from email
links to transition or comment on
entities
7/31/2018
Webinar: Applying Workflow for Requirements Management, Issue
Tracking, and Process Management 10
Cross Projects
Relationships
• Add relationships between different
projects in the same organization
(allows fine-grained data separation)
• Redacted bars are displayed if the
entity is not viewable
11
Add Relationships in Entity View
12
Click the settings icon on the relationship and
select the other project you wish to relate
Click “Add” on the desired relationship
Permitted
Users
• Documents and diagrams
will show the cross project
relationships like normal
for permitted users
13
Unpermitted
Users
Users unpermitted will see a redaction
14 7/31/2018
Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process
Management
7/31/2018
Webinar: Applying Workflow for Requirements Management, Issue
Tracking, and Process Management
15
Live Demo
Questions and
Answers
Please use the panel on the
left to submit your
questions.
7/31/2018
Webinar: Applying Workflow for Requirements Management, Issue
Tracking, and Process Management 16
Next Webinar
What?
Model-Based Systems Engineering in Innoslate
4.0
When?
September 27th, 2:00PM EDT
Where?
Go To Webinar
7/31/2018
Webinar: Applying Workflow for Requirements Management, Issue
Tracking, and Process Management
17
Thank you for Joining Us
Stay Connected!
571.485.7800
blog.Innoslate.com
innoslate.com
SPEC Innovations
Innoslate User Group
@Innoslate
7/31/2018
Webinar: Applying Workflow for Requirements Management, Issue
Tracking, and Process Management
18

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Applying Workflow for Requirements Management, Issue Tracking, and Process Management

  • 1. Applying Workflow for Requirements Management, Issue Tracking, and Process Management Host: Steve Dam Developed by
  • 3. Meet Your Host • President and Founder of SPEC Innovations • Participated in the development of C4ISR and the DoDAF • Expert Systems Engineering Professionals Certificate • steven.dam@specinnovations.com • @stevenhdam 7/31/2018 Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 3
  • 4. Workflow • Add Workflow to any class with an enumerated attribute (including user defined) • Customizable permissions for each transition • Lock entity ability • Customizable notifications for each transition 4
  • 5. Schema Editor 7/31/2018 Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 5
  • 6. Adding a New Workflow • The current workflow will be displayed • New classes with enumerated types can be added to Workflow by clicking “Add Workflow Class” Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 7/31/2018 6
  • 7. Issue Workflow • Innoslate’s default workflows are based on CMMI (Capability Maturity Model Integration) and are designed as a starting point 7/31/2018 Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 7
  • 8. Permissions • Transition permissions can assigned to a user or team • Email notifications can be assigned to a user or team • Optionally, once a transition is reached, Innoslate can automatically lock an entity Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 8
  • 9. Workflow Editor Transitions to states are only available to permitted options set from the Workflow Editor 7/31/2018 Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 9
  • 10. Notifications • Assigned users will receive notifications when a transition occurs • Users can sign in from email links to transition or comment on entities 7/31/2018 Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 10
  • 11. Cross Projects Relationships • Add relationships between different projects in the same organization (allows fine-grained data separation) • Redacted bars are displayed if the entity is not viewable 11
  • 12. Add Relationships in Entity View 12 Click the settings icon on the relationship and select the other project you wish to relate Click “Add” on the desired relationship
  • 13. Permitted Users • Documents and diagrams will show the cross project relationships like normal for permitted users 13
  • 14. Unpermitted Users Users unpermitted will see a redaction 14 7/31/2018 Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management
  • 15. 7/31/2018 Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 15 Live Demo
  • 16. Questions and Answers Please use the panel on the left to submit your questions. 7/31/2018 Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 16
  • 17. Next Webinar What? Model-Based Systems Engineering in Innoslate 4.0 When? September 27th, 2:00PM EDT Where? Go To Webinar 7/31/2018 Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 17
  • 18. Thank you for Joining Us Stay Connected! 571.485.7800 blog.Innoslate.com innoslate.com SPEC Innovations Innoslate User Group @Innoslate 7/31/2018 Webinar: Applying Workflow for Requirements Management, Issue Tracking, and Process Management 18