Workflow

This section provides information on workflow.

Overview
Explains the options for configuring compliance as part of workflow.

Workflow Portal Compliance Configuration
Set up workflow tasks to run in the Workflow Portal.

Compliance Prerequisite Checks
Set up a workflow task to run as part of Blackbox messaging.

Overview

You can configure your system to run compliance as part of workflow. If you are not familiar with workflow functionality, first read the Workflow chapter in Precision Base Web UI Administration Guide.

This section concentrates on the compliance-related workflow tasks that you can set up in the system. You can configure the workflow tasks to run in two different ways:

• With user interaction through the Workflow Portal. There are three types of compliance tasks that you can configure.

• Run Compliance

• Compliance Results

• Compliance Status

• With a request from an external system; such as a PRECISION Web Service call or an XML SOA request.

• As part of a ship shipment or create shipment SOA XML request, you can configure the XML request to contain a section that runs a workflow task.

You can use the prerequisite functionality in workflow to control the tasks that can be run on a transaction based on the compliance status of that transaction.

Example: When the Compliance Status task is a prerequiste task to the Packing task, it prevents packing until compliance has passed.

Note: Each time you run compliance, a unique ID number—a run number—is generated. The run number and the compliance results associated with the run number are stored in the TMS database. It may be necessary to run compliance at different times on the workflow. However, it is recommended that you keep compliance runs to a minimum to prevent the TMS Compliance tables growing excessively.