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SharePoint Summit presentation on Human Workflow with InfoPath, Visio & SharePoint Designer
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Human Workflow with InfoPath, Visio & SharePoint Designer
Jason Himmelstein Sentri, Inc
www.sharepointlonghorn.com [email protected]
@sharepointlhorn
Cornelius J. van Dyk Crayveon Corporation
www.cjvandyk.com/blog [email protected]
@cjvandyk
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WHO ARE WE?
Cornelius J. van Dyk
Enterprise Architect
Smithsonian Award
7x Microsoft MVP
MCITP, MCTS, MCP
@cjvandyk
www.cjvandyk.com/blog
Jason Himmelstein
SharePoint Practice Director Sentri, Inc. | www.sentri.com
MCITP, MCTS, MCP
@sharepointlhorn
www.sharepointlonghorn.com
spflogger.codeplex.com
WORKFLOW – GOOD OR EVIL?
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CHARACTERISTICS OF A GOOD WORKFLOW
Cost effective
Save time
Reduce paper
Customization without modification
Visualization
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HUMAN WORKFLOW PRINCIPLES
Easy, non-technical design
Visio
Fast implementation
SharePoint Designer
Consumer customizable
SharePoint lists
Paper reduction using eForms
InfoPath
Visualization
Visio
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HUMAN WORKFLOW TECHNICAL CONCEPTS
Quorum approval
Escalation services
Consumer customization
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QUORUM
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QUORUM APPROVAL
A quorum approval is an approval by committee process whereby a predetermined majority margin satisfies the quorum and passes the approval test.
In workflow, a quorum approval would be any defined approval process that is sent to more than a single approver e.g. an approval may be sent to 3 executives in parallel and when 2 of the 3 approve the request, the workflow continues regardless of the outcome of the 3rd approval.
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ESCALATION
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ESCALATION SERVICES
Escalation is defined as the elevation of priority for a request when action is not taken within a pre-defined period of time.
In the context of workflow, escalation would happen when an approval workflow did not receive any action for a give period of time.
The elevation of priority takes place when the request gets routed to the current actionee’s manager.
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CONSUMER CUSTOMIZATION
When the consumer of the service is empowered to customize the behavior of the service.
In the context of workflow, the user of the workflow should have the ability to change the behavior of the workflow without affecting or being required to modify the technical underpinnings of the workflow itself.
KISS – SharePoint lists
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DESIGN – VISIO
Create in Visio
No technical or SharePoint skills required
Validate the workflow
Export to SharePoint
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IMPLEMENTATION
SharePoint source lists
InfoPath form
Import from Visio
Integrating it all
Export back to Visio
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WHAT ARE WE GOING TO BUILD?
InfoPath form for Expense Report
SharePoint lists for control parameters
Visio design of workflow
SharePoint Designer build of the workflow
Quorum approval (2/3) if over $1000
Escalation of approval after 7 days
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DEMO TIME!
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HANDY REFERENCE INFORMATION
www.cjvandyk.com/blog - Corné’s Blog
@cjvandyk
www.sharepointlonghorn.com - Jason’s Blog
@sharepointlhorn
quix.codeplex.com - Corné’s Open Source Toolbox
spflogger.codeplex.com - Jason’s Awesome Log Process Tool
http://aurl.to/v - THE Definitive SharePoint Versions list
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YOUR FEEDBACK IS IMPORTANT TO US
Please fill out your session evaluation forms!!!
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THANK YOU FOR ATTENDING!
