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The workflow is a set of statuses and transitions that are used in an issue's lifecycle. A status represents the state of an issue at a specific point in your workflow. An issue can be in only one status at a given point in time. A transition is a link between two statuses that enables an issue to move from one status to another. In order for an issue to move between two statuses, a transition must exist. An issue starts with an open status and moves through a series of one or more steps until it is closed. Each project can decide which workflow is assigned.

The ITS AASC AAP team has designed workflows based on user needs and feedback. These workflows should fit most projects as they have enough steps to properly report on, as well as the inter-connectivity to move from Open to Closed if the process requires. These workflows are designed to be general to fit the majority of projects. If there is a need to design a custom workflow, or have any questions about workflow, please contact the AAP team at aascsys@syr.edu

 Orange Tracker has a few basic workflow schemes:


Standard Workflow v2.0

December 2015. This workflow is the latest workflow and the most used workflow we offer. This workflow is preferred as it is an upgrade version of v1.2.

A screenshot of the standard workflow 2.0 is shown

This workflow is based from the v1.2 workflow and adds two more transitions:

  • Schedule Work (status:  Scheduled – you should set a due date when you schedule the work)
  • Put On Hold (status:  On Hold)

Workflow button with two added options in Standard Workflow 2.0 scheme

Created issues have a default status of Open.  The workflow options available are:  "Start Progress," "Request Feedback," and under the drop-down menu for the "Workflow" button:  "Resolve Issue," "Close Issue," "Mark as Spam."

Workflow buttons on main screen

When an issue is in the "Scheduled" status, a button to "Reschedule" will appear.  You can use this to change the due date of the issue (the status will remain "Scheduled").

If an issue has a status of "Waiting for feedback" and the Reporter replies to the email that was generated by the "Request Feedback" process, the status of the issue will automatically change to "Open" and the email from the reporter will be added as a comment to this issue.


Standard Workflow v1.2

April 2013. This is the easiest workflow with 6 statuses:

A screenshot of the standard workflow 1.2 is shown

Created issues have a default status of Open.  The workflow options available are:  "Start Progress," "Request Feedback," and under the drop-down menu for the "Workflow" button:  "Resolve Issue," "Close Issue," "Mark as Spam."

Workflow buttons on main screen

Workflow button showing options

Selecting workflow options changes the status of the issue.  You can then use the status to track how work on the issue is progressing (including in searches, filters, and dashboards).  Issues in different statuses may have different workflow buttons available.   For example, if you select "Start Progress",  the issue will have a status of "In Progress," and a new button will appear that lets you "Stop Progress."

In Progress Status showing that Stop Progress button is now available

If you close an issue, the status will be closed, and a new button that lets you "Reopen" the issue appears (all other workflow options are no longer available unless you reopen the issue).

 

ButtonResulting Status
Start ProgressIn Progress
Stop ProgressOpen
Request FeedbackWaiting for Feedback
ResolveResolved
CloseClosed
ReopenReopened
Mark as SpamClosed (with a resolution type of spam)

If an issue has a status of "Waiting for feedback" and the Reporter replies to the email that was generated by the "Request Feedback" process, the status of the issue will automatically change to "Open" and the email from the reporter will be added as a comment to this issue.