Newbie help with workflow

Edward Brincat

Hi There,

Setting up a new business and I want to track progress on Building certification jobs.

Basic steps are: 

1. Client Enquiry
2. Proposal Sent
3. Acceptance Received
4. Send Checklist
5. Follow-up Documentation
6. Receive Payment
7. Issue CC or CDC
8. Notify Council
9. Carry Out Inspections (Sub steps Inspection 1,2,3,4,5)
10. Issue Final Occupancy (or Interim)

How do I set this up and is worflow the right way to do it?

Any guidance or even a URL to a tutorial would be great.

Thanks

Andrew

 

Nic Brough -Adaptavist-

Actually, there's not a lot more to it.

You have a process that a item should go through, and to build a workflow, you need to get a list of distinct steps, and link them together with actions that change the status.

Your list is not quite the status list, I think it's a mix of status and transition - you want status to represent where the item is in the process and transtions to be what you do to progress.   An easy way to identify a status is to use it as a description - "My issue is New, my issue is Waiting for acceptance, my issue is complete"

To step through yours, I'd say you want

• New (client has enquired, you've written up a new issue).
  • Transition: proposal sent
  • Transition: cancel request
• Waiting for response
  • Transition: Accepted by client
  • Transition: Proposal rejected (go back to new)
• Need to send checklist

... and so-on.

You might also want to think about breaking it up a bit - check list and follow-up docs might be better as sub-tasks or even just check boxes to confirm you've done it.

The other tips are generalised:

• Always think about how you go back in a workflow, as it might not be right to always go forward.
• Also think about how you cancel or pause a request part way through
• Think about the Resolution field - you want to set that when an issue reaches a "this is complete" status, and clear it if re-opened.  Even if you don't want to use it at all, you still want to set/clear it, or JIRA's reporting and gadgets won't work properly.