The product enquiry process involves handling enquiries about a product. Product enquiries can be of three types – Reports, Feedbacks and others. The user has to fill up the enquiry details as well as the enquiry option (type). Based on the specified option, the enquiry is directed to the Program Manager, Team Manager or Senior Developers. These resources will then handle the enquiry. This topic discusses the flow of actions in the workflow process design.
Note: You need to install the Sample Application in order to use this topic.
To view the actions involved in the Workflow defined for the sample Product Enquiry Application
1. Login to the admin section using the following login details:
username: Daniel@skeltademo.com
password: Daniel
2. Go to the Product Enquiry Designer option in the Main Menu
To access the Product Enquiry Application
1. Go to this page: http://localhost/SkeltaSample/Samples.aspx
This opens the Skelta Sample Applications Main Page
2. In this page select the Product Enquiry option by clicking the corresponding radio button
3. Click the Submit button
In the sample application, the workflow process starts when a product enquiry is submitted by the user. On submission the Workflow engine is alerted and the process begins.
To see how the Workflow actions take place, follow the steps given below:
1. Product Enquiry Submission
a. Fill up the Enquiry details
b. Select the Type of Enquiry (i.e. Reports, Feedbacks or others) using the Enquiry Options radio button
c. Submit the Enquiry
2. Report Type Enquiry
The workflow action will take place based on the type of enquiry. If the enquiry type is “Reports”, then the action goes to the Program Manager (PM), who has to select or assign a Team Manager (TM) for further action.
a. Select the Product Enquiry option in the first page and click Submit.
This opens the Place Enquiry page.
b. In this page, click on Application Status in the Main Menu
c. Login as a User with the following login details:
username: George@skeltademo.com
password: George
The Activity List Control included in this page will show a Listing view of the Product Enquiries submitted to the resource currently logged in, while the Activity UI Control will show the Detailed view of a selected Enquiry.
d. Clicking on the Ref Id or Workflow will display the list of Team Managers' names in the page. The Program Manager has to select a Resource (A) from this list.
e. The Proceed button has been provided for action to be taken by Program Manager.
Now, the selected resource (A) will handle the subsequent actions.
f. If the Program Manager does not take any action for 30 minutes, then an alert message will be sent to the Director after 30 minutes of the working hours and to the CEO after one hour of the working hours.
g. Logout from the Session.
h. Select the Product Enquiry option in the first page and click Submit.
i. In the Place Enquiry page that opens, click on Application Status in the Main Menu.
j. Login as resource (A).
The Activity List Control included in this page will show a Listing view of the Product Enquiries submitted and the Activity UI Control will show the Detailed view of a selected Enquiry.
k. Clicking on the Ref Id or Workflow will give the list of Senior Developers’ names in the page. The Team Manager has to select a Resource (B) from this list.
l. The Proceed button has been provided for action to be taken by the Team Manager.
Now, the selected resource (B) will handle the subsequent actions.
m. If the Team Manager does not take any action for 2 hours, then an alert message will be sent to the Director after 2 hours of working time and to the CEO after 4 hours of working time.
n. Logout from the Session.
o. Select the Product Enquiry option in the first page and click Submit.
p. In the Place Enquiry page that opens, click on Application Status in the Main Menu.
q. Login as resource (B).
The Activity List Control included in this page will show a Listing view of the Product Enquiries submitted and the Activity UI Control will show the Detailed view of a selected Enquiry.
r. Clicking on the Ref Id or Workflow will display the Checklist questions and possible answers for the enquiry.
s. If the selected status is “Closed”, then the Enquiry database is updated with “Closed” status.
t. If the selected status is “Pending”, then the Enquiry database is updated with “Pending” status and the activity is sent to this Resource (B) once again. The Checklist is sent to the Resource (B) until he/she sets the enquiry status to “Closed”.
u. If the Resource (B) does not take any action for 4 hours, then an alert message is sent to the Director after 4 hours of working time and to the CEO after 6 hours of working time.
v. Alert messages are sent to the CEO every 6 hours to take action on the enquiry.
w. Logout from the Session.
3. Feedback Type Enquiry
If Enquiry type is “Feedback”, then it goes to the Team Manager (TM) whose name is Philip.
a. Select the Product Enquiry option in the first page and click Submit
This opens the Place Enquiry page
b. In this page, click on Application Status in the Main Menu.
c. Login as a User with the following login details:
username: Philip@skeltademo.com
password: Philip
The Activity List Control included in this page will show a Listing view of the Feedback submitted to the resource currently logged in, while the Activity UI Control will show the Detailed view of a selected Feedback.
d. Clicking on the Ref Id or Workflow will give the list of Senior Developers’ names in the page. The Team Manager has to select a Resource(C) from this list.
e. The Proceed button has been provided for action to be taken by the Team Manager.
Now, the selected resource (C) will handle the subsequent actions.
f. If the Team Manager does not take any action for 2 hours, then an alert message will be sent to the Director after 2 hours of working time and to the CEO after 4 hours working time.
g. Logout from the Session.
h. Select the Product Enquiry option in the first page and click Submit.
i. In the Place Enquiry page that opens, click on Application Status in the Main Menu.
j. Login as resource (C).
The Activity List Control included in this page will show a Listing view of the Feedback submitted to the resource currently logged in, while the Activity UI Control will show the detailed view of a selected Feedback.
k. Clicking on the Ref Id or Workflow will display the Checklist questions and possible answers for the enquiry.
l. If the selected status is “Closed”, then the Enquiry database is updated with “Closed” status.
m. If the selected status is “Pending”, then the Enquiry database is updated with “Pending” status and the activity is sent to this Senior Developer once again. The Checklist is sent to the Senior Developer until he/she sets the enquiry status to “Closed”.
n. If the Senior Developer i.e. Resource (C) does not take any action for 4 hours, then an alert message is sent to the Director after 4 hours of working time and to the CEO after 6 hours of working time.
o. The alert message is sent to the CEO every 6 hours to take action on the enquiry.
p. Logout from the Session.
4. 'Others' Type Enquiry
If Enquiry type is “Others”, then it goes to the Senior Developer (SD) whose name is Jim.
a. Select the Product Enquiry option in the first page and click Submit.
This opens the Place Enquiry page.
b. In this page, click on Application Status in the Main Menu.
c. Login as a User with the following login details:
i. login: Jim@skeltademo.com
ii. password: Jim
The Activity List Control included in this page will show a Listing view of the Enquiry submitted to the resource currently logged in, while the Activity UI Control will show the Detailed view of a selected Enquiry.
d. Clicking on the Ref Id or Workflow will display the Checklist questions and possible answers for the enquiry.
e. If the selected status is “Closed”, then the Enquiry database is updated with “Closed” status.
f. If the selected status is “Pending”, then the Enquiry database is updated with “Pending” status and the activity is sent to this Senior Developer once again. The Checklist is sent to the Senior Developer until he/she sets the enquiry status to “Closed”.
g. If the Senior Developer does not take any action for 4 hours, then an alert message is sent to the Director after 4 hours of working time and to the CEO after 6 hours of working time.
h. The alert message is sent to the Director every 6 hours to take action on that enquiry.
i. Logout from the Session.