Decision

Adding to a template defines two or more paths, each with a decision point.

Adding a Decision

  1. Add a decision by completing one of the following:
    • Select and drag to the diagram.

    • Select and select New Decision or a default decision if available.

    • Select and select Manage Library. Select a decision from the library.

  2. Connect the decision to other items in the diagram by connecting the arrows.

  3. Correct any errors. For Help information, select Errors.

  4. Complete the Properties Pane.

Properties Pane

  • Name: The name must be a unique and is limited to one hundred characters.

  • Duration: Enter the maximum number of hours, days, or weeks needed to complete the decision.

  • Integrated Task: Select an integrated task if applicable.

  • Assignment: Selecting an assignment determines how the task will be assigned to a user.
    • Select Queue to assign the task to the next user in the selected role.

    • Select Least Busy to assign the task a user in the selected role who has the least amount of tasks in their queue.

  • Role: Select a role to apply to the decision. Only a user with the selected role can complete the decision.

  • Decision 1: Enter a name for Decision 1. Example: Denied. Enter a description if needed.

  • Decision 2: Enter a name for Decision 2. Example: Approved. Enter a description if needed.

  • Add Decision: Select Add Decision if more than two decision points are needed. Enter a name for each added Decision.
    • To remove a decision point, select Remove. Remove is only available if the decision has more than two decision points. Each decision must have a minimum of two decision points.

  • Add to Library: Select this option to add the decision to a library for reuse later.