human workflow with info path visio and sharepoint designer

Human Workflow with InfoPath, Visio & SharePoint Designer

Jason Himmelstein Sentri, Inc

www.sharepointlonghorn.com jase@sharepointlonghorn.com

@sharepointlhorn

Cornelius J. van Dyk Crayveon Corporation

www.cjvandyk.com/blog c@crayveon.com

@cjvandyk

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WHO ARE WE?

Cornelius J. van Dyk

Enterprise Architect

Smithsonian Award

7x Microsoft MVP

MCITP, MCTS, MCP

c@crayveon.com

@cjvandyk

www.cjvandyk.com/blog

Jason Himmelstein

SharePoint Practice Director Sentri, Inc. | www.sentri.com

MCITP, MCTS, MCP

jhimmelstein@sentri.com

@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

c@crayveon.com

www.sharepointlonghorn.com - Jason’s Blog

@sharepointlhorn

jhimmelstein@sentri.com

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!