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    www.forosap.comExercise 1: Workflow TerminologyExercise Duration: 10 Minutes

    Exercise Objectives

    After completing this exercise, you will be able to:. Use basic terminology that is specific to worflow.

    Business Example!he implementation team is in the orientation phase.

    As one of the business analysts in your company, you woul" lie to use the #A$

    #ystem to support se%eral business processes in which all employees of your

    company might participate.

    A pre%ious business re&engineering pro'ect conclu"e" that two business processes

    woul" be best suite" for this goal:

    (otifications of absence

    $urchase re)uisition release

    !o reach this goal, you must first ensure that you now the terminology.

    Solution 1: Workflow Terminology

    Task 1:Different people in your organi*ation consi"er themsel%es to be worflow

    .experts.. +n meetings, they state a number of opinions on the sub'ect. ut not

    all of these statements are true. -ou nee" to "etermine which of the following

    statements are true an" which are false.

    1. An ob'ect type is create" at runtime. !his is the specific instance of an ob'ect.

    a/False

    Ejemplo:Object type+n%oice, $urchase re)uisition, Material, Archi%e" "ocuments, ED+ messages

    +Docs/, Documents from $ office applications/

    2. #tatus changes of ob'ects can be use" as e%ents.

    a/ True

    Ejemplo:#E3 factura 4+/ 5EA!ED e%ento/

    6. A metho" is an operation that can be performe" on an ob'ect.

    a/ True

    Ejemplo:Object methods $ost in%oice/, Appro%e re)uisition/, hangematerial/, Display image//

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    www.forosap.comTask :-ou are rea"ing through a lot of "ocumentation in preparation for this assignment.

    -ou run across a lot of worflow specific terminology. -ou want to create a

    glossary of these terms to help your team colleagues. !o "o this, assign the correct

    "efinitions to the following terms.

    1. User "ialog7bacgroun"/ who executes a wor item

    a/ User "ialog7bacgroun"/ that executes a wor item 6 (AGENT)

    2. 5untime term for a tas

    a/ 5untime term for a tas 5 (WORK TE!)

    6. A tool use" to "efine a worflow.

    a/ A tool use" to "efine a worflow. " (WORK#$OW %&$'ER)

    8. an be inclu"e" in a worflow step

    a/ an be inclu"e" in a worflow step (TAK)

    9. A representation of a business process in #A$

    a/ A representation of a business process in #A$. * (WORK#$OW)

    . +s "escribe" an" implemente" in the ;b'ect 5epository.

    a/ +s "escribe" an" implemente" in the ;b'ect 5epository. + (O%,E-T T/E)

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    www.forosap.comExercise : $avigating an# %in#ing &nformation inan Organi'ational StructureExercise Duration: 19 Minutes

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    Use the main na%igation an" information options in .#imple Maintenance.

    Business Example-our enterprise has "eci"e" to use an organi*ational mo"el to support agent

    "etermination in worflow. $ro'ect members first nee" to become familiar with

    the most important na%igation options.

    (ow you must loo for options for referring each rele%ant step in the worflow to

    your organi*ation.

    !he >uman 5esources "epartment has create" a current organi*ational structure

    of your enterprise for you.-our next tas is to establish the connection between this organi*ational structure

    an" your worflow.

    Task 1:1. =hat are the main components of an organi*ational structure create" using

    #A$ @#imple Maintenance?

    a/ The main components of an organizational structure are:. Organizational units.Positions.Holder.Jobs. Tasks

    Task :Bogon to the #A$ #ystem as the user W#3 -$ERK344. 4rom your worflow

    inbox, establish what positions an" organi*ational units you are assigne" to, an"

    what other positions are assigne" to these organi*ational units.

    1. =hat positions an" organi*ational units are you assigne" to?

    a/ Office orkplace !ettings orkflo" settings #ispla$

    organizational assignment=hat positions an" organi*ational units are you assigne" to?!ee the entries underOrganizational unit:

    Position:

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    2. =hat is the respecti%e chief position of this organi*ational unit7these

    organi*ational units?

    a/ !elect Organizational %nit& 'utton @#elect (#etail )oop*Entr$ for the position "ith the hat s$mbol (+manager*

    Task (:-ou nee" to fin" some information about the -hcao /rod7cto1 te within the

    +DE# organi*ational structure. !here are a number of )uestions about it.

    1. =ithin the +DE# organi*ational structure, where is the -hcao /rod7cto1

    te locate"?

    a/,n the menu tree& open the foldersTools 'usiness orkflo" #e-elopment En-ironment Organizational

    .anagement!imple .aintenanceOrganizational Plan 'asic #ata#ouble click on @Display

    On the .Display ;rgani*ation an" #taffing =orflow/ screen, click on the Organizational uniticon in the search area/,n the dialog bo0 1#earch for ;rgani*ational Unit,@in the field@=ith name, enter1hicagoCand choose @4in"

    #ouble2click 1hicago $ro"uction #ite in the selection area of the screen.,n the o-er-ie" area& choose the icon @;ne le%el up3esult: Production (%!*/

    2. =hat organi*ation unit number is assigne" to the -hcao /rod7cto1 te?

    a/ !elect Organizational unit 4oto #etail object Enhanced object description!ee the entr$ in Object ,#

    6. =hat is the ob'ect perio" of the -hcao /rod7cto1 te?

    a/ !elect Organizational unit 4oto #etail object Enhanced object descriptionEntr$ in period

    Task ):+n or"er to set up a worflow correctly, you must familiari*e yourself with the

    staff assignments at the -hcao /rod7cto1 te.

    1. =hich positions are use" in the -hcao p8a1t?

    a/E0pand the staff assignments for the 5hicago Production !ite:Project )eader Engineering

    Electrical Engineer.echanical Engineer

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    2. Does the chief position refer to a 'ob?

    a/#ouble2click on the position and then it is the entr$ ne0t to .ob. inthe detail screen for the position/

    6. +s this position line" to the stan"ar" tas Appro9e 8ea9e re:7est?

    a/ !elect chief position and then click the right mouse button/ 5hoose 13oto & !asAssignment, Tasks tab page in the detail screen

    8. =ho is the hol"er of this position?

    a/E0pand the position Project )eader Engineering:6imberl$ Hughes

    9. >ow "o you fin" out the #A$ user +D of the hol"er of this position?

    a/#ouble2click the person 6imberl$ Hughes 4oto #etail object Enhanced objectdescription

    Enter the information t$pe .109., and choose the .Display. icon:

    F7'57.43. =hat position is hel" by aroline Douglas?

    a/3eturn to the displa$ screen of the organizational structure/Double clic on .hicago $ro"uction #ite..

    E0pand the positions

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    www.forosap.comExercise (: *reating a Workflow+Oriente#Organi'ational Structure using ,Simple-aintenance,Exercise Duration: 19 Minutes

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    reate a worflow&oriente" organi*ational structure.

    Business Example!he "ecision to base agent "etermination on an organi*ational structure is now being put into

    practice. 4irst, you nee" to create the organi*ational structure.

    !hen you must loo for options for referring each rele%ant step in the worflow to your

    organi*ation.

    !he >uman 5esources "epartment has create" a current organi*ational structure of your

    enterprise for you.-our next tas is to establish the connection between this organi*ational structure an" your

    worflow.

    Task 1:reate the organi*ation plan for your enterprise.

    1. -ou begin by creating the organi*ational unit for the enterprise group . !o

    "o this you use the +D ;44

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    www.forosap.com8bbre-iation + 97!# #escription + !ales department 8bbre-iation + 97#E< #escription + #e-elopment department

    Task :reate two positions within the finance "epartment, one for an 4+ Manager an"

    one for an Accounts $ayable Accountant.

    1. Define the 4+ Manager position. Use the +D ;44

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    2. Define the 4+ Manager position as the chef posto1 of this unit.

    a/ #elect the in"icator .>ea" of own organi*ational unit.

    3eturn

    6. Assign the user !ANAGER344 as the hol"er of the 4+ Manager position.

    a/ lic on .User. in the search area. hoose .#earch term.

    Enter the name .8;84E32 F hoose .#earch. a user name isdispla$ed in the selection area/

    8ssign the user to the position using #rag ? #rop/

    5onfirm the time limitation/

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    www.forosap.com=!a-e>

    8. Define the Accounts $ayable Accountant position. Use the abbre%iation

    ;44

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    9. Assign the user TEA!344 as the hol"er of the Accounts $ayable Accountant

    position.

    a/ lic on .User. in the search area. hoose .#earch term.Enter the name TE8.2 F hoose .#earch. a user name isdispla$ed in the selection area/

    8ssign the user to the position using #rag ? #rop/5onfirm the time limitation/=!a-e>

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    Test !our "nowle#ge

    1. >ol"ers of a position shoul" be both #A$ users an" >5 persons.#etermine "hether this statement is true or false/

    G !rueG 4alse

    A1swer2 !rue

    +f you want to reali*e agent "etermination in worflow using positions, these

    positions must be occupie" in the organi*ational plan.

    #ince the worflow only recogni*es #A$ users as recipients of wor items,

    position hol"ers who are >5 persons must also ha%e an infot$pe @AB linto a user +D.

    2. !he chief position in an organi*ational unit is the position that is "isplaye"

    at the %ery top within an organi*ational unit. -ou can "etermine a "ifferentchief position by reassigning positions within the organi*ational unit.

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    www.forosap.com#etermine "hether this statement is true or false/G !rue

    G 4alse

    A1swer2 4alse

    A chief position is i"entifie" by the in"icator .>ea" of own organi*ational

    unit.

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    www.forosap.comExercise ): S./Workflows in .pplications

    an# Workflow 0ocumentationExercise Duration: 20 Minutes

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    4in" #A$ =orflows an" =orflow Documentation

    Execute the #A$ =orflow .notification of absence. in the system

    5un a structural search for #A$ worflows

    4in" the #A$ =orflow "ocumentation

    4in" the =eb4low Engine "ocumentation

    Business Example

    #ome business processes in #A$ are supporte" by .rea"y&to&use. worflows. !hese processes

    are supplie" by #A$ as #A$ =orflows.

    -our next goal is to examine these templates in "etail in your own #A$ 576 #ystem. 4or a

    thorough examination, you must first rea" through the "ocumentation, an" then wor with

    example templates in or"er to familiari*e yourself with the worflow functions.

    +f you want to learn how to wor with the existing #A$ =orflows, you must first "etermine

    what #A$ =orflows are a%ailable. -ou will "o this by performing structure searches for #A$

    =orflows in %arious applications.

    -ou shoul" then rea" through the "ocumentation an" wor with example =orflows to

    familiari*e yourself with the basic =orflow functions.

    Task 1:Execute the @notification of absence #A$ =orflow template to test the process an"

    familiari*e yourself with the =orflow functions. -ou will be using two user +Ds for this

    exercise. !he first user +D in your group, Team 44, stan"s for the emp8oyee, an" the secon"

    user +D, !a1aer 44= stan"s for the ma1aer. !he existing organi*ational structure

    incorporates a relationship between employee user +Ds an" manager user +Ds.

    1. efore you execute the #A$ =orflow, chec what is alrea"y in the system so you can see

    the exact effect of executing the .notification of absence template later on. Determine how many

    wor items are in the ma1aer.s worflow inbox. 5emin"er: !he manager.s +D is !a1aer 44.

    >ow many wor items are there?

    a/ -ou ha%e to execute an #A$ =orflow for a notification of absence in or"er to familiari*eyourself with worflow templates in general an" to test them. egin by ensuring that you now

    the process.

    )og on to the !8P s$stem as the user .anager2 /,n the menu& choose Office orkplace.

    ?1t2 -ou can also "isplay your usiness =orplace from the

    menu by choosing.enu orkplace, or

    ;pen the .+nbox., an" clic on the .=orflow. fol"er.

    >ow many wor items are there? 0

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    Task :!o be able to test this process, you nee" to log on in two separate mo"es: once as a manager ('

    !a1aer 44), an" once as an employee (' Team 44).

    1. egin the process of creating a .notification of absence. form with the emp8oyee user +D,

    Team 44.

    a/,n the menu& open the foldersTools 'usiness orkflo" #e-elopment #emonstration

    #ouble2click on .4ill ;ut (otification of Absence.Enter $our data (t$pe of lea-e and period of absence*/ 8dd an$ otherinformation as necessar$& and choose =!a-e>/

    Tra1sacc@12 W#

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    2. hec your ma1aer.s usiness =orplace. A new wor item shoul" now be "isplaye"

    there.

    a/3eturn to the manager session (.anager2*/,n the menu& open the folder .;ffice..#ouble click on .=orplace..Open the .+nbox.& and click on the .=orflow.folder/

    6. -ou are ase" to execute a particular tas with reference to the wor item

    in )uestion an" you play a particular role in this context. =hat is the tas

    an" what is the role?

    a/ Task 2 Cou are asked to appro-e the notification of absence for theemplo$ee "ho created the form/

    3ole / Cour user ,# "as stored as the manager of the emplo$ee "ho

    created the notification of absence/

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    Task (:!he next step of the test is to execute the wor item in the ma1aer.s worflow inbox. !he best

    way to test an" see the entire process is to re'ect the wor item.

    1. 5e'ect the notification of absence.

    a/ Position the cursor on the "ork item and choose , or double click on the icon in the.Ex.... column.

    5hoose =3eject>/E0it the form/

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    2. +nclu"e an attachment to explain why you are re'ecting the wor item.

    a/,n the 1En" of processing must be confirme" dialog bo0& choose the =8dd attachment>

    button/Enter a title and choose =5ontinue Enter>/Enter a message& click on =!a-e> and return to the dialog bo0 .En" of processing must beconfirme"..

    5hoose =5omplete "ork item>/

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    www.forosap.comTask ):!o see the effect of the manager.s actions, access your emp8oyee.s worflow inbox.

    1. hec the wor item attachment.

    a/)ogon to the !8P s$stem as the user Team2/,n the menu& open the folder .;ffice..#ouble click on .=orplace..Open the .+nbox.& and click on the .=orflow.folder/Cou can click on the attachment in the bottom& right2hand corner of the screen under theheading .;b'ects an" Attachments.& or position the cursor on the icon in the .Att.. column& rightmouse click and choose 1Display in the pull2do"n menu.

    2. -ou are ase" to execute a particular tas with reference to the wor item

    in )uestion an" you play a particular role in this context. =hat is the tas

    an" what is the role?

    a/3ole 2 Cour user ,# "as stored in "orkflo" as the creator of the form as soon as $ou sa-edthe form/Task / Cou recei-e a message informing $ou that $our form "as rejected b$ $our manager/ Coucan no" either change the form and resubmit it to $our manager& or delete the form andterminate the "orkflo".

    6. hange the notification of absence.

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    a/Position the cursor on the icon in the .Ex.... column and choose , or double click on the "orkitem/.

    ,n the dialog bo0& choose =3e-ise notification of absence>/5hange the form and choose =!a-e>/

    !a-e

    Task :hec the effect of this change by refreshing your ma1aer.s worflow inbox.

    1. =hat tas are you ase" to execute now?

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    www.forosap.coma/ hange to #A$ user !a1aer344.

    !elect/8s manager& $ou are asked to check the re-ised notification of absence/

    2. Appro%e the notification of absence.

    a/Position the cursor on the icon in the .Ex.... column and choose , or double click on the "orkitem/.5hoose =8ppro-e>/

    E0it the form/,n the .En" of processing must be confirme". dialog bo0& choose the=5omplete ork ,tem> button/

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    www.forosap.comTask 2:Determine whether this action has ha" an effect on the employee wor list.

    1. =hat tas are you to execute now an" in what role?

    a/ 5hange to !8P user Team2/,n the menu& choose8 dialog bo0 "ith an e0press notification should appear/ 5hoose=5ontinue Enter>/Open the .+nbox., and click on .Unrea" Documents..Task 2 This is a mail message& not a "ork item sent to $ou b$ a "orkflo"/ This is another t$pe ofnotification $ou can send using the ebFlo" Engine/ This notification could also ha-e been

    sent as a "ork item displa$ed in $our "orkflo" inbo0/3ole / Cou& as the creator of the notification of absence& are being informed that $our managerappro-ed $our form/

    Task 3:!he easiest way to "etermine what #A$ =orflows are a%ailable is to perform a structure

    search for #A$ =orflows within an application. !est this function now by performing a

    structure search. #tructure searches are performe" at the tas le%el within the worflow

    application.

    1. Display all the #A$ =orflows for .asis. un"er the .asis. component. !he #A$

    =orflow .(otification of absence. is sa%e" here.

    a/,n the menu& chooseTools 'usiness orkflo" #e-elopment #efinition Tools TasksDTask 4roups

    #ouble click on .Display..5hoose the task t$pe .=orflow template. using the dropdo"n bo0/%se the dropdo"n bo0 to perform a structure search for the !8P orkflo" b$ clicking=!tructure search> in the .hoose =orflow!emplate. dialog bo0/

    E0pand.asis. 2E0pand 'usiness .anagement

    2 !8P 'usiness orkflo"2 orkflo" templates

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    2. all the graphical "isplay for the #A$ =orflow .Maintain notification of absence.

    a/#ouble2click on @$rocess notification of absence in the list/ The.Display !as.screen is displa$ed/

    5hoose5hoose =orkflo" 'uilder>/

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    Task 4:1. 4or more information about this #A$ =orflow, see the online #A$ >elp

    "ocumentation for the .(otification of absence. #A$ =orflow.

    a/ help/sap/com !8P ;etea-er !8P ;etea-er /A (GAAs* !8P ;etea-er b$ 6e$ 5apabilit$ 8pplication Platform b$ 6e$ 5apabilit$ 'usiness!er-ices !8P 'usiness orkflo" orkflo" !cenarios !8P 'usiness orkflo"

    E0amples #emo

    E0ample: Processing ;otification of 8bsence.

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    .nswers1. !he a"%antages of #A$ worflows inclu"e: @$ossible Agents are alrea"y

    maintaine" for all tass in the worflow, an" any e%ent linages are alrea"y

    acti%ate".

    A1swer2 4alse

    #A$ worflows are supplie" complete apart from the two features name"

    abo%e. Maintenance of @possible agents an" acti%ation of e%ent linages

    must, howe%er, be performe" by the customer themsel%es.

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    www.forosap.comExercise : O/T&O$.5 + *ustomi'ing t6eWeb%low EngineExercise Duration: 19 Minutes

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    4in" "ocumentation on particular ustomi*ing topics

    Describe the a"'ustment steps for the =orflow en%ironment

    Execute the steps that are re)uire" for the ustomi*ing of the =orflow runtime

    en%ironment.

    Business ExampleUntil now you ha%e been woring in a @practice system.

    -ou now want to follow the normal pro'ect implementation mo"el, an" start ustomi*ing the

    =eb4low Engine in the "e%elopment system.

    4or worflow "e%elopment, for example to a"'ust an #A$ =orflow, you nee" to @acti%ate the=eb4low Engine in each #A$ client.

    efore you can execute the re)uire" worflow functions, the =eb4low Engine must be

    configure" appropriately.

    !he implementation team is familiari*ing itself with the most important settings.

    Task 1:!he online "ocumentation in the #A$ reference +M3 is a central source of information for the

    %arious ustomi*ing acti%ities.

    1. all the basic ustomi*ing an" refer to the "ocumentation to fin" out with which

    transaction a "ea"line monitoring 'ob can be sche"ule".

    a/ ,n the menu tree& choose:Tools 5ustomizing ,.4

    #ouble2click on the s$mbol (Edit Project*/5hoose .ustomi*ing: E"it $ro'ect.& and then the button =!8P 3eference ,.4>.On the .Display +M3.screen& choose!8P ;etea-er 8pplication !er-er 'usiness .anagement !8P 'usiness orkflo"

    E0ecute @Maintain #tan"ar" #ettings.5hoose 1#che"ule acgroun" ob for Dea"line Monitoring to read the documentation in the"indo" on the right/ Then click on 1Execute("atch icon* to check the settings/

    .aintain deadline monitoring again: Transaction !8

    Tra1sacc@12 /RO

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    Tra1sacc@12 WWA

    2. =hat authori*ations are necessary for the U#E5+D that is re)uire" for the logical

    "estination =;5H4B;=B;ABIlt.J?

    a/ 5ea" un"er .54 Destination./.

    The !8P78)) authorization is reIuired/

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    6. =hat user type is re)uire" for the user +D, which is "efine" for the logical "estination

    =;5H4B;=B;ABIlt.J?

    ?1t2 !he #A$ "ocumentation often contains hypertext lins for submenus, in which the

    terminology of the current section is further explaine".>ypertext lins are highlighte" with a "ifferent color an" are often 71der81ed. !he mouse

    pointer also changes to an in"ex finger to in"icate a submenu.

    a/ !$stem

    Task :;ther sources of information inclu"e the online application help, the #A$ Bibrary an" the

    "ocumentation D.

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    www.forosap.com1. Display the list of =orflow scenarios to fin" out which #A$ =orflows are "eli%ere"

    with your #A$ system.

    a/ %se the eb bro"ser to open online helphelp/sap/com !8P E3P E3P 5entral 5omponent (/A* !8P E3P 5entral5omponent!cenarios in 8pplications!8P 'usiness orkflo"

    2. -ou can use the .Application >elp. function to access specific information on the

    current tas being execute" from a large number of screens in the #A$ system. hec

    what the application help says about @maintaining tass.

    a/ 5hoose the follo"ing from the menu:Tools !8P 'usiness orkflo" #e-elopment #efinition Tools TasksDTask groups

    #ouble2click on the s$mbol (5reate*/Place the cursor in the Task T$pe field/5hoose Help 8pplication Help.

    ;O H8C #O5%.E;T85,K;

    Task (:

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    www.forosap.comE%en if automatic ustomi*ing in #=U6 carries out most of the =orflow ustomi*ing for

    you, you must always maintain the prefix numbers for the =orflows, tass an" rules you ha%e

    create".

    1. Display the prefix numbers for all the =orflows, tass an" rules that you ha%e create".

    a/ 5all transaction !%L/E0pand 1Maintain Definition En%ironment.E0ecute .aintain ;umber Prefi0es .aintain ;umberM.;ote the number prefi0 assigned to the s$stem ,# and the client/This number prefi0 is used to create "orkflo" templates& standard tasks& and rules/!elect the green 'ack arro" to return to the .Maintain Automatic ustomi*ing.screen andcheck the corresponding documentation/

    Test !our "nowle#ge1. =hich of the following statements apply for =orflow Engine customi*ing?5hoose the correct ans"er(s*/G A Most of the re)uire" customi*ing settings are ma"e automatically

    by .Automatic ustomi*ing..

    G .Automatic ustomi*ing. o%erwrites any manual customi*ing

    entries that ha%e alrea"y been ma"e.

    G ustomi*ing entries ma"e using .Automatic ustomi*ing. can

    subse)uently be change" manually.

    G D !he number prefix for rules, tass, an" worflows is always are)uire" setting.

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    www.forosap.comG E !he number prefix for rules, tass, an" worflows can be

    maintaine" either manually or automatically.

    .nswers

    1. =hich of the following statements apply for =orflow Engine customi*ing?

    A1swer2 A, , D

    Most of the settings that are always re)uire" can be ma"e using the function .Execute

    Automatic ustomi*ing.. Existing entries or manual entries that ha%e been ma"e subse)uently

    always ha%e priority. !he assignment of a number prefix is obligatory an" can only be carrie"

    out manually.

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    www.forosap.comExercise 2: 7sing t6e Business WorkplaceExercise Duration: 29 Minutes

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    Use the usiness =orplace functions for worflow acti%ities an" for monitoring wor

    items

    Business Example!he usiness =orplace is the en" user interface of the =orflow Engine.

    Different users ha%e "ifferent re)uirements. >ere you will learn how you can tae these into

    consi"eration when woring with the usiness =orplace an" the configuration options.

    !he inbox of the usiness =orplace contains fol"ers for "ocuments, which contain e&mails,

    +nternet mails, fax messages, an" wor items. !he content of the worflow fol"er is calle" the

    @worlist.

    !he worlist contains all the wor items all the acti%ities to be processe"/ assigne" to this user.

    !he usiness =orplace is therefore the most important interface for an employee in their "ailywor with worflow.

    After ustomi*ing the =orflow Engine, the members of the implementation team want to

    master the most important functions of the usiness =orplace before they test further #A$

    worflows.

    Task 1:4irst, ensure that you can use the usiness =orplace functions. !o "o this, you nee" to ha%e a

    few wor items in your worlist. Executing a worflow places wor items in the worlist.

    1. !o "o this, log on to the #A$ system as the employee Team344 an" execute

    the .1otfcato1 of abse1ce. worflow. =hen the form is "isplaye", fill it out an" sa%e

    it. !he form is put in the manager.s usiness =orplace for re%iew. Bog on as the

    manager !a1aer344 an" continue the exercise.

    a/ 5hoose the follo"ing from the menu:Tools 'usiness orkflo" #e-elopment #emonstration

    #ouble2click on .4ill ;ut (otification of Absence..!his starts the 1otfcato1 of abse1ce. =hen the form is "isplaye", fill it out an" sa%e it. 4ill

    out the form a secon" an" a thir" time. !he forms create" are place" in the worlist in the

    superior.s usiness =orplace. Bog onto the #A$ system as !a1aer344 an" "isplay the wor

    item that appears in the worlist.

    ,n the menu& choose .;ffice..#ouble click on .=orplace..

    Open the .+nbox.& and click on the .=orflow.folder/

    Tra1sacc@12 W#

    rear algunas notas "e ausentismo y sal%aras.

    Boguearse con el !ANAGER3BC

    Tra1sacc@12 %W/

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    2. 5e%iew the information "isplaye" for the wor items/ in the worlist. (ote that some

    information is "isplaye" in text form an" some in graphical symbols. =hat "o the

    symbols "isplaye" in your worlist for the wor items represent?

    a/ Place the cursor on a column heading or an icon/ 8 te0t describing the rele-antmeaning is displa$ed/

    Task :Kerify that your organi*ational assignment contains the following essential information:

    1. =hich user name is entere"?

    a/ 5hoose !ettings orkflo" !ettings #ispla$ Organizational8ssignment

    2. =hat is the name of the organi*ational unit?

    a/ #ee abo%e

    6. =hich position is carrie" out?

    a/ #ee abo%e

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    8. 5e%iew the staff assignments.

    a/ !elect the organizational unit and click on the hoose icon(magnif$ing glass s$mbol*.

    Task (:Display some "etaile" information about the wor item.

    1. Display some of the options a%ailable for processing a wor item.

    a/,n the 'usiness orkplace belonging to .anager7& position the cursor on the title of the"ork item and choose .On the .Display wor item.,screen& $ou can displa$ the options a-ailable for a "ork item b$choosing 1=or itemfrom the menu/

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    2. Display the associate" tas.

    Display the selecte" agents.

    a/#ispla$ ork ,tem E0tras #ispla$ Task#ispla$ ork ,tem 4oto 8gent !elected 8gents

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    Task ):Display the statuses of your wor items in the worlist.

    1. =hat are the two options a%ailable for "isplaying a wor item status?

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    a/,n the "orklist the status is displa$ed as an icon in the !tatus column/On the .Display =or +tem.screen (select "ork item and click /, the status is displa$ed in the!tatus te0t line.

    2. =hat statuses "o the wor items in your worlist ha%e?

    a/ %se one of abo-e methods/

    Task :1. reate an attachment for your wor item pro%i"ing text information to be

    "isplaye" with your wor item.

    a/ Use one of the options mentione" in the note.

    ?1t2(ote that there is a .reate Attachment. button on the#ispla$ ork ,tem screen, an" thatthe .Attachment. symbol appears in the menu bar of the'usiness orkplace of .anager2.#elect the icon next to the symbol. -ou can now "isplay, create, change or "elete the

    attachment. -ou can also position the cursor on the wor item title an" right mouse clic to

    "isplay, create, change, or "elete an attachment using the pull&"own menu.

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    Task 2:Displaying the log

    1. 5e%iew the flow logic of the un"erlying worflow.

    a/From the "orklist or the "ork item displa$ screen& choose The flo"logic is part of the tab page .Kiew: =orflow hronicle.

    2. Display the information from the technical log for the worflow.

    a* ,n the "orkflo" log& choose 4oto )ist "ith Technical #etails

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    Task 3:!echnical "ata

    1. #witch to the @technical %iew of the wor item.

    a/ 5hoose !ettings orkflo" !ettings Personal !ettings ork,tem #ispla$: Technical

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    2. =hat tas was starte" an" what is the name of the un"erlying worflow?

    a/#ispla$ the "ork item b$ choosing Technical

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    www.forosap.comExercise 3: Tasks an# Workflow StepsExercise Duration: 10 Minutes

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    Maintain possible agents for a tas

    Maintain texts for a tas

    Business Example!he implementation team now wants to now the main features of a tas, an" mae the

    a"'ustments re)uire" for using an #A$ tas.

    o7 ha9e fo71d a temp8ate that mht ft yo7r b7s1ess process. Now yo7 wa1t to eDp8ore

    the worf8ow def1to1 to obta1 more deta8s abo7t the worf8ow steps. Wh8e yo7

    access1 these steps yo7 ca1 cha1e the wor tem teDts.

    Task:Display the single&step tas .Appro%e notification of absence. for your group.

    (A#E44)

    -a7to12 The A/ Worf8ow W+CCCCC"5 was coped twe1ty tmes a1d e9ery ro7p o1

    the co7rse 1ow has access to ts ow1 worf8ow temp8ate (A#

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    2. =hat metho" of this ob'ect type is use" for this tas?

    a/ ,n the object method frame& $ou "ill find the method @A$$5;KE

    6. =hich possible agents are assigne" to this tas?

    Assign your position ;44a* 8dditional #ata 8gent 8ssignment .aintainCou see that no agents are assigned to the task/!elect the task and choose 8gent 8ssignment 5reate.

    #ouble2click Position and enter $our position 97F,7man/

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    8. hange the wor item text to @3roup : Demo =orflow..

    a/ #witch to up"ate mo"e.

    The "ork item te0t displa$ed can be changed/ Cou can access runtime -ariablesusing the .+nsert %ariables.icon/ To do this& position thecursor "here $ou "ant toinsert the -ariable& and choose the -ariable reIuired from the interface/

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    www.forosap.comExercise 4: .#apting an# TestingWorkflow TemplatesExercise Duration: 60 Minutes

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    (a%igate aroun" the =orflow uil"er

    A"'ust worflow templates to your re)uirements

    !est worflow templates

    Business ExampleA suitable worflow has been foun" for your business process @5e%iew %acation re)uest. -ou

    now ha%e to mae the re)uire" a"'ustments.

    A1 emp8oyee re:7ests 9acato1 by e1ter1 a 1otfcato1 of abse1ce 1 the system. The

    drect s7peror of ths emp8oyee m7st appro9e the 1otfcato1 of abse1ce. The s7per9sors determ1ed a7tomatca88y based o1 the ora1Hato1a8 p8a1.

    The emp8oyee s 1formed by ma8 f the 8ea9e re:7est s appro9ed. f the re:7est s

    rejected= the emp8oyee ca1 wthdraw the 1otfcato1 of abse1ce or cha1e t. They ca1

    a8so tae 1to co1sderato1 a1y attachme1t the s7peror may 1c87ded to eDp8a1 ther

    decso1.

    A number of actions must be performe" when implementing the @(otification of absence

    process. !hese actions inclu"e: reating the organi*ational plan, tas&specific ustomi*ing, an"

    e%ent linage.

    Task 1:

    Display your group.s worflow template @$rocess notification of absence. !he template can be

    foun" in the structure search un"er .!ass without business application area.: A#

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    2. Display the worflow "efinition in the =orflow uil"er.

    a. 3eturn to the @asic "ata tab page an" choose:4oto orkflo" 'uilder

    6. (ame all of the "ifferent step types.

    a/ 8 legend "ith the step t$pes is displa$ed/5ompare this "ith the steps used in $our "orkflo"/ !teps used:

    8cti-it$5ontainer operation%ser decision

    )oop (%ntil*

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    8. (ame all the tass an" their ob'ect types/ that belong to the acti%ities in this worflow.

    a. From the orkflo" 'uilder $ou can go from the .#teps. na-igation area to thestep le-el b$ clicking/

    From the step le-el& $ou can double2click the task name to displa$ the indi-idual tasks/Tasks:

    8ppro-e notification of absence (FO3.8'!E;5*5hange notification of absence (FO3.8'!E;5*

    #elete notification of absence (FO3.8'!E;5*!end long te0t after appro-al (!E)F,TE.*

    9. Define your tas @5e%ise notification of absence as a @general tas.

    a. ;a-igation area in the orkflo" 'uilder: #ouble2click on @5e%ise notificationof absence

    ,n the @!as properties section, double2click the @Agent assignment for !asicon.

    This takes $ou to agent maintenance/!elect the task and choose the @$roperties icon.5hoose @3eneral !as and e0it the orkflo" 'uilder

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    Task :

    1. !he first step in implementing the @(otification of absence process is creating an

    organi*ational plan.

    +n the exercise for the unit @;rgani*ational #tructure, an organi*ational

    plan was create" inclu"ing the positions of a manager (;44

    position in the appro%al step with e%aluation of the organi*ational structure.

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    www.forosap.coma. ,n the e0ercise for the unit @;rgani*ational #tructure, an organizational plan "as

    created including the positions of a manager and an emplo$ee/ The manager "asdesignated as the super-isor of the emplo$ee/ ,n this e0ercise& $ou are no" referred tothe managerNs position in the appro-al step "ith e-aluation of the organizational

    structure/

    Task (:

    1. !hin about possible agents for the in"i%i"ual tass in the worflow in principle, an"mae a note of them.

    Appro%e notification of absence tas:

    5e%ise notification of absence tas:

    Delete notification of absence tas: #en" message tas:

    onsi"er who the agents shoul" be in the worflow steps

    Appro%e notification of absence:

    5e%ise notification of absence:

    Delete notification of absence step:

    #en" message long text step:

    a/ 8ppro-e notification of absence task: A88 posto1s wth chef f71cto1

    3e-ise notification of absence task: A88 7sers of the system#elete notification of absence task: %acro71d step 1 the system!end message task: %acro71d step 1 the system

    8ppro-e notification of absence: !7st be determ1ed dy1amca88y7s1 a r78e (r78e "6I . determ1e s7peror of 7ser)

    3e-ise notification of absence: Worf8ow 1tator#elete notification of absence step: No ae1t!end message long te0t step: No ae1t

    Task ):

    1. 4or your group.s worflow template A#

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    www.forosap.comenter $our !a1aer44 as a search term/ 3eturn to the definition screen of theorkflo" 'uilder/ 4o to each of the indi-idual "orkflo" steps and check the@responsible agents.

    8ppro-e notification of absence: 3ule @ 3e-ise notification of absence: orkflo"initiator #elete notification of absence: ;o agents set / 'ackground step !end longte0t: ;o agents set / 'ackground step

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    Task :

    !he worflow must be line" to a triggering e%ent before it can be starte". -ou must acti%ate

    this linage.

    1. Acti%ate the e%ent linage in your worflow template A#

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    www.forosap.com!elect the .!riggering E%ents. tab page

    ;ote the gra$ radio button on the left of the line "here the e-ent linkagehas beenentered:@;b'ect type 4;5MA#E( & E%ent 5EA!ED

    8cti-ate the e-ent linkage b$ double clicking on the gra$ rhombusicon& or!elect this ro" and choose Edit E-ent 8cti-ateD#eacti-ate )inkage.

    ;ote that the radio button is no" greenThe e-ent linkage has been acti-ated/ 3eturn to the menu/

    Task 2:

    4inally, you nee" to test your template.

    1. Bog on to the #A$ system as the user TEA!344 an" start the @(otification of

    absence "emo.

    (;!E the form number : 8 "igits/

    a/ 5hoose the follo"ing from the menu:Tools 'usiness orkflo" #e-elopment #emonstration

    #ouble2click on .4ill ;ut (otification of Absence.5omplete the form as an emplo$ee and sa-e it/

    ;OTE the form number : 7777777777777777777777 ( digits*

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    2. Bog on as the user !ANAGER344 an" chec for the form submitte" by the employee.

    arry out the =orflow steps pro%i"e" to complete processing of the notification of

    lea%e.

    ?1t2 +f MA(A3E5& recei%es an error message stating that the wor item cannot be

    reser%e", choose !ettings orkflo" settings 3efresh organizational en-ironment from the

    usiness =orplace menu.

    a/ )og on as the userMANAGER-##& and check the form submitted b$ theemplo$ee/ 5arr$ out the orkflo" steps pro-ided to complete processing of thenotification of absence/

    Test !our "nowle#ge

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    1. +n a""ition to the type !as 3roup !3/ that is not co%ere" here/, in release 8.9 an" abo%e

    you can only create an" the .....

    .

    fill in the blanks to complete the sentence/

    2. !here are 6 features that are man"atory components of a stan"ar" tas the 6 worflow =.s/:

    !he @=+!> =>A! is the , the

    @=>A! is the, an" @=>; represents the .Fill in the blanks to complete the sentence/

    6. >ow is a worflow normally starte"?

    .nswers

    1. +n a""ition to the type !as 3roup !3/ that is not co%ere" here/, in release

    8.9 an" abo%e you can only create #tan"ar" !ass !#/ an" the =orflow

    !emplate =#/.

    A1swer2 #tan"ar" !ass !#/ , =orflow !emplate =#/

    2. !here are 6 features that are man"atory components of a stan"ar" tas the 6

    worflow =.s/: !he @=+!> =>A! is the object type, the @=>A! is the

    object method, an" @=>; represents the possb8e ae1ts.

    A1swer2 ob'ect type, ob'ect metho" , possible agents

    6. >ow is a worflow normally starte"?

    A1swer2 +n practice, most worflows are starte" by e%ents.

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    www.forosap.comExercise 8: Workflow 9eporting: *ase Stu#iesExercise Duration: 29 Minutes

    Exercise ObjectivesAfter completing this exercise, you will be able to:

    Execute worflow reporting an" analysis tools an" analysis tools for monitoring an"

    managing the worflow en%ironment.

    Use speciali*e" transactions for runtime monitoring, an"

    Use the tools to analysis typical errors

    Business Example #A$ usiness =orflow pro%i"es se%eral reporting tools an" analysis tools which may

    be use" to monitor the processes in the worflow runtime system.

    5eports help you "uring error analysis an" also when monitoring an" impro%ing

    business processes.

    All the re)uire" tass an" worflows ha%e been selecte" an" a"'uste". -ou now want to use a

    test run to i"entify possible errors an" analy*e the causes.

    Task:Worf8ow Report12 -ase t7des

    >ow woul" you procee" in the following situations?

    1. =here "o you fin" information about the worflows that you starte" to"ay as well as

    the wor items that you processe" or forwar"e" to"ay?

    a. !elect the @usiness =orplace icon in the menu tree/

    E0pand the @;utbox!elect the functions that $ou reIuire:

    !tarted "orkflo"s ork items e0ecuted b$ me For"arded "ork items

    2. -ou recei%e a wor item in your inbox which, in your opinion, you shoul" not ha%e

    recei%e". >ow can you fin" out which worflow instance it belongs to an" which

    worflow template create" it?

    a. !elect the @usiness =orplace icon in the menu tree/E0pand the @+nbox.#ouble click on @=orflows.!elect the "ork item/5lick on the @Display wor itemicon/

    .enu: E0tras Technical #ata/

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    6. A worflow beha%es "ifferently than expecte". !he cler contacts the a"ministrator an"

    wants to now what has happene". =hat can the cler an" a"ministrator "o?

    a/ The clerk determines the "ork item ,# (!ee point G*/The administrator starts transaction !,@ ("ork item selection* b$entering the "ork item ,#/!elect the "ork item found and then choose @=orflow Bog.!elect the @Bist with technical "etails icon/

    #ispla$ the error information b$ double2clicking on the ro" "ith errors

    8. -ou are an a"ministrator an" as part of process monitoring, you want to now how

    often a worflow is execute" within a certain perio" of timeL you also want to now if

    any wor items misse" "ea"lines.

    a. 5hoose @5eportingfrom the menu.Then open the =or +tem Analysisfolder.

    for freIuenc$:

    !elect transaction !,G7F3E/5hoose the @#ub&/=orflow t$pe.Enter the ,# for the affected "orkflo" template/for missed deadlines:!elect transaction !,G7#E8#/5hoose the @#ub&/=orflow t$pe.

    Enter the ,# for the affected "orkflo" template/

    9. !he >uman 5esources "epartment re)uests the hea" of a "epartment to trace

    notification of absence 10. >ow can the hea" of the "epartment fin" out where this

    notification of absence is store"?

    a. ;pen the @5untime !ools fol"er in the menu tree.

    ;pen @=orflows for ;b'ect (transaction !,*/Enter the object t$pe and object ,#/

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    . An employee has a serious acci"ent an" cannot be contacte". >ow can you fin" outwhat is in his or her inbox?

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    a. 5hoose @5eportingfrom the menu/;pen @=orloa" analysis (transaction !,B*/5hoose the t$pe @User.Enter the user ,#/!elect the @=or +tems to e omplete" indicator

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    T$pe: Organization,#: The Organization ,#

    N. An employee submitte" a %acation re)uest but the super%isor "i" not recei%e a

    correspon"ing wor item. =hat is the first thing the super%isor shoul" "o?

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    www.forosap.coma. !elect the @usiness =orplace@ icon in the menu tree/

    E0pand the ;utbox.#ouble click on @#tarte" =orflows.!elect the "ork item/5lick on the @Display =orflow Bog icon.!elect the @Bist with technical "etails icon/

    #ispla$ the error information b$ double2clicking on the ro" "ith errors/

    . Department O complains because in the last month, it has processe" more wor items

    for the @%acation re)uest scenario than Department -. >ow can you explain this?

    a. 5hoose @5eportingfrom the menu/Open the @=orloa" Analysisfolder.5hoose the t$pe @;rgani*ational Unit.

    Enter the organizational unit ,#/!elect the @omplete" indicator

    Enter the ,# of the affected "orkflo" template/

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