improving effectiveness of the workflow notifications effectiveness of...fixed notification text for...

Improving Effectiveness of

Workflow Notifications

Yogesh Fegade

(281) 989-6360

Siddhi-Om Technologies LLC

[email protected]

http://www.siddhi-om.com/

http://plmworld.org/

http://event.plmworld.org/

About Siddhi-Om Technologies

Founded in 2005

PLM Solution Architects & Consultants

Located in Houston, Texas

Working with Teamcenter/iMAN, NX/UG since 1991

05/04/2011Improving Effectiveness of Workflow Notifications

(Yogesh Fegade, Siddhi-Om Technologies LLC)2

Siddhi-Om Technologies • Services Offerings

Domain of Consultancy

Teamcenter products (Engineering, Unified, etc)

CAD (NX)

Systems design & integration

Process automation – design & development

Database support

Windows programming

Services programming

Network programming

Problem solving & troubleshooting

General – C/C++/Java/.NET/XML/Scripting/SQL



Summary

Workflow process can be quite complex

How do you keep up

With effective communication

This presentation intends to show you just that!!



Workflow Notifications •Who Uses Them



Notification Handler •CR-Notify

Does it satisfy the basic requirements of workflow notification

Yes, but that’s as far as it goes

Only 4 report formats are available

Review, Rejection, Progress, and Level

Fixed notification text for each report format

Contains basic information – targets, decisions, comments, etc

Rarely what the business requires to make it an effective communication tool



CR-Notify •What About…

What about email notification when:

Target is added or removed

Job is promoted or demoted

Job is suspended or resumed

Task is reassigned or delegated

What about:

Defining your own format for email body

Changing email format without code changes

Adding critical information related to the job, task, or target to the notification



Notification Handler • late-notification

Does it satisfy the basic requirements of overdue task notification

Yes, but that’s as far as it goes

Fixed notification text

Contains basic information about the job

Rarely what the business requires to make it an effective communication tool



late-notification •What About…

What about:

Escalation of overdue tasks to appropriate superiors when reviewers do not take timely action on an initial reminder

What about:

Defining your own format for late notification email body

Changing the email format without code changes




Enhanced Email Notification Engine

Custom email notification engine was developed

Comprised of replacement for:

“CR-Notify” handler

“late-notification” handler

“Task Monitor” process



Notification Engine •Short Comings

What about email notification when:

Target is added or removed

Job is promoted or demoted

Job is suspended or resumed

Task is reassigned or delegated



Notification Engine •Solution Feature

Ability to send an email on specified action

When a target is added or removed

When a job is promoted or demoted

When a job is suspended or resumed

When a task is reassigned or delegated

…Or on any other action defined by the EPM module including user actions

No restriction on placement

Place it wherever it suits your needs of notification




What about:

Defining your own format for an email body

Ability to change an email format without any code change




Ability to configure body of the email notification

Create an email body as a text dataset template

Create unique templates for each type of notification Template for job suspension notification

Template for job resumption notification

Template for task promotion notification

Template for task demotion notification

Template for task approval notification

Template for task rejection notification

Etc.

Reconfigure email body without any code change




What about:





Ability to embed property values in the email body

Specify property value keys in the template

Create seamless email body text

Property value keys expand to actual property values

Embed properties of Task, job, or target objects

Any other object related to above

Properties could be Attributes, references, runtime properties, compound properties,

or relational properties

Scalar properties or array properties

Integer, float, double, character, string, date, logical or tag




What about:

Escalation of overdue tasks to appropriate superiors when reviewers do not take timely action on an initial reminder




Multiple levels of escalations for late notifications

Configure number of escalation levels

For each escalation level, specify Recipients

Time when escalation level triggers

Late notification email body template

For example: 1st level – send email reminder to undecided reviewers

2nd level – send email to the reviewer and to the supervisor

3rd level – send email to the supervisor and to the manager

4th level – send email to the manager and to the VP

… so on and so forth



Notification Engine •Other Features

Multiple options to specify recipients, For example:

Responsible party

Reviewers of current task or any other task

Undecided reviewers

Users in a group, users with a role

Teamcenter user

Email address

Resource pool

Distribution list, alias list

Combination of above specified in a property of a target

… Or any combination of above



Introducing Handler •SOT-Notify

Argument Value

–onAction Action upon which notification is to be sent. Useful only when placed under ‘Perform’ action.

–subject Optional. Default subject is “job name + task name”. This argument value is appended to default subject when provided.

-comment Optional with no default. This argument value is added to the top of the email body when provided.

–format Name of the notification email body template.

–recipient Recipient of the notification. Multiple arguments allowed to specify multiple recipients.



Introducing Handler • SOT-Late-Notification

Argument Value

–nLevels Number of escalation levels configured by the handler.

–baseSubject Optional. Default subject is “job name + task name”. This argument value is appended to default subject when provided.

–baseFormat Name of the late notification email body template.

–level<n>Recipient Recipient of the nth level notification. Multiple arguments allowed to specify multiple recipients.For example: –level1Recipient, –level2Recipient, etc.

–level<n>Time Duration, in minutes, after due date when nth level notification is triggered.For example: –level1Time, –level2Time, etc.



Sample Notification •Template



Sample Notification •Property Keys



Sample Notification •What Was…



Sample Notification •Becomes…



Demo •Meet the Process



Demo •Meet the Team



Demo



Q & A



Thank You!

Siemens PLM Connection 2011

Las Vegas, NV

May 2-5

http://plmworld.org/

http://event.plmworld.org/

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