Workflow Integration

If your business process requires that an issue be reviewed and corrected in a specific manner, you can choose to associate an issue type with a workflow template, also known as a task template. Once you have enabled this relationship, wherever an issue is created, interactions with the issue can be governed by a task template.

Task templates can be created and uploaded to the workflow server through SAS Workflow Studio. Task templates with specially named data objects can be used to in conjunction with SAS Data Remediation functionality such that information from the data remediation environment can be passed into the workflow instance for evaluation. For example, an issue with an importance level of Very High might trigger a different route or action in the logic of the workflow so that an e-mail notification is sent about a high priority issue in the queue.

Task templates can use policies, which are actions to be taken when a workflow task is encountered. Policies can send notifications, start other workflows, make web service calls, or invoke SAS processes. Use policies to add another layer of application integration to your data review and correction processes.

After you have chosen the options for your task template, upload it to the workflow server and activate it. This template is now available for use within SAS Data Remediation.

To associate an issue with a task template:

When you open a Missing Transaction Total issue, a Put in Workflow button appears. Clicking this button turns control of the issue over to the workflow definition. New options appear for every actionable item in your workflow. You cannot set other remediation issue options on the issue as long as it is controlled by a workflow.

Continue to address the issue through SAS Data Remediation, selecting the actions that are available to you as derived from the workflow definition. When you reach a termination step in the workflow, control is returned to SAS Data Remediation, where you close the issue and remove it from the remediation queue.