I am still new to workorder design and would greatly appreciate some best practice advice.
I have created a fairly basic and linear workorder with the below tasks.
Task
T001 - GENERAL INFORMATION
T002A - EXECUTIVE OFFICES DIVISION REVIEW
T002B - LEGAL DIVISION REVIEW
T002C - HUMAN RESOURCES DIVISION REVIEW
T002D - INFORMATION TECHNOLOGY DIVISION REVIEW
T002E - FINANCE DIVISION REVIEW
T002F - ENGINEERING DIVISION REVIEW
T002G - OPERATIONS:COLLECTION SYSTEMS REVIEW
T002H - OPERATIONS:DRAINAGE & FLOOD PROTECTION REVIEW
T002I - OPERATIONS:SUPPORT SERVICES REVIEW
T002J - OPERATIONS:TREATMENT FACILITIES REVIEW
T003 - BUDGET REVIEW
T004 - SUPPLIER DIVERSITY REVIEW
T005 - LEGAL REVIEW
T006 - EXECUTIVE OFFICES REVIEW
T007 - PURCHASING REVIEW
The biggest branch is going from the 1st task to the 2nd task, which has 10 options, one for each department, and 9 of them are excluded as soon as you pick one. After the 2nd task it all mergers back together and takes a linear path again.
When you look at all of the tasks under the workorder all of the excluded tasks show up. The users find this distracting and confusing.
I have been told that there is not away to not get these to show up. If this is correct I am thinking maybe it would be better to create 10 templates of the workflow, one for each department.
I have also thought about breaking it up into 2 workflows,
I am not sure how this would work out because; the user uses a document template to create a PMDF document which adds the original complete workorder to the document because there is an approval task at the end of the workflow. If I broke this one workflow down into the two workflows nested. Could the document still add both workflow and be approved by the final task?
So as I see it I have 3 choices please let me know if there are others.
1. Leave it as one workflow and some how eliminate the excludeded tasks from the display in the workorder.
2. Create 10 templates that make a workflow that is linear and specific for a department and limiting its use to that department. This would require extra security roles
3.Create two nested workflows one that takes care of the creation of the document and department review and the second company wide review workflow that would appprove the document that started the process.
Thanks for your help.