Overview
Kuingia hii inaeleza utafiti kesi kuelezea MRO halisi (Matengenezo, Kukarabati na Uendeshaji) workflow idhini ya mchakato wa kutekelezwa katika MOSS.
Hii si mjadala overtly kiufundi, lakini badala yake hutumika kutoa mfano halisi ya dunia kwamba inaonyesha jinsi jukwaa MOSS alikutana haja halisi ya dunia.
(Kuingia hii ni kuvuka posted kati ya http://paulgalvin.spaces.live.com na http://blogs.conchango.com)
Background
mteja mchakato MRO alikuwa na sifa zifuatazo
- Mwongozo idhini ya mchakato.
- Baadhi ya msaada kwa kutumia kuutumia Spreadsheets.
- Irregular approval process. The same MRO purchase approval process would vary day to day, mtu kwa mtu.
- Kura ya karatasi na saini mkono kuandikwa — Maombi ya kununua inahitajika hadi 3 imeandikwa saini kabla ya idhini ya mwisho.
malengo ya mradi huu ni pamoja:
- Kikamilifu aŭtomate mchakato.
- Kutekeleza viwango vya biashara kwa ajili ya idhini.
- Kutoa maoni ya imara ya MRO ununuzi wa mameneja mbalimbali.
- Detailed audit trail.
As a side effect of the solution, saini imeandikwa walikuwa tena required.
Mchakato idhini
The approval process consists of four "swim lanes": Mwanzilishi, Moja kwa moja meneja, Kazi meneja na meneja mgawanyiko.
Mwanzilishi:
Sees the need for the purchase and starts the process. Note that the originator may or may not actually enter the purchase requisition, but instead direct another staff member to do so. Some times, the originator does not have the technical expertise to fill out the PO requisition. Kwa mfano, user kutaka Shurutisho mpya mbali ya kompyuta, lakini hajui muuzaji bora, IT viwango, nk. Katika kesi hiyo, the originator works with IT and IT actually fills out the requisition.
Moja kwa moja meneja:
Hii ni meneja wa moja kwa moja ya mwanzilishi (ambayo inaweza kuwa tofauti kutoka kwa mtu ambaye kweli aliingia ndani ya shurutisho PO MOSS). Direct managers must approve the PO requisition before the system seeks approval further down the line.
Kazi Meneja:
The functional manager is the individual responsible for ensuring that the proposed purchase conforms to enterprise standards within the scope of a particular corporate function. Kwa mfano, IT purchases are approved by an IT functional manager.
Idara ya Meneja:
Division managers approve purchase requisitions strictly by dollar amount. Division manager approve purchase requisitions in excess of a configurable dollar amount.
Solution
We used the following tools and components to implement the solution:
Moss: Serves as the platform off which everything else "hangs". MOSS provides bedrock services for security, bwana data, ukaguzi trails na sifa nyingine.
InfoPath hutengeneza huduma: Moss sehemu, hii inawezesha watumiaji kujaza Maombi ya kununua kupitia kivinjari.
SharePoint Designer (SPD): Sisi kutumika SPD kutekeleza automatiska workflow mchakato.
Mtandao Huduma: A c# web service enhances the user experience by enabling cascading selections lists in the InfoPath form and provides better performance with respect to filtering data. Kuona hapa kwa ajili ya kiufundi dive kina juu ya somo hili na sababu zetu kwa kutumia.
Desturi Lists: MOSS user profiles provided a given user’s direct manager, but did not provide most of the data that controlled workflow decisions (e.g. kama meneja wa tarafa anahitajika kuidhinisha Shurutisho PO). We used custom lists in an "Enterprise Data" site to maintain data such as "Divisional Manager Approval Dollar Amount", "Functional Area Manager" and so forth. Lists integrated very nicely with InfoPath and also provide create/update/delete (CRUD) utendaji na ukaguzi na nje ya usalama wa sanduku.
Kutumia Uchunguzi
Hii kesi ya matumizi unaeleza jinsi ufumbuzi inafaa pamoja:
- Paul wants a new laptop. He describes his needs to Vivek, Mtu IT ukoo na viwango vya ushirika mbali, preferred wachuuzi, nk.
- Vivek magogo katika MOSS, accesses the PO Requisition form and enters the requisition on behalf of Paul. The form prompts Vivek for a purchase category which then uses the web services to populate a drop-down list of company-approved vendors. Vivek also specifies the corporate functional area of this purchase (e.g. "IT" or "Finance").
- SPD workflow makao kuanza, huamua Paulo moja kwa moja meneja na njia Shurutisho na meneja wake, Stacy.
- Stacy imeidhinisha Shurutisho ununuzi.
- SPD workflow inspects the requisition and determines it’s an IT purchase. It routes the workflow to the IT functional manager, Wonson.
- Wonson imeidhinisha shurutisho.
- SPD workflow tena inspects Shurutisho na huamua kwamba kiasi ununuzi unazidi maxium dola kiasi na njia yake na meneja mgawanyiko kwa idhini.
- meneja mgawanyiko imeidhinisha Shurutisho ununuzi.
Maelezo
- The use case demonstrates a "clean" run with no rejections or jumps.
- Every approver has the ability to approve or reject the requisition as well as provide written comments. These are logged in the audit trail.
- Kama meneja kuwajibika anakataa Shurutisho ununuzi katika hatua yoyote, the PO requisition is "dead" and the process must be started from the beginning.
- Workflow notifies mwanzilishi katika kila hatua ya mchakato.
- Hakuna saini imeandikwa — mteja kuamua (baada ya baadhi ya mapendekezo ya kuingilia kwa nguvu) kwamba uchaguzi ukaguzi kama zinazotolewa kupitia historia workflow, aliwahi ukaguzi ya mahitaji yao ya.
- Juhudi — it took approximately three man weeks to implement this solution.
Hitimisho
This solution leverages MOSS as a development and run-time platform. The client was able to leverage core MOSS features to automate a routine business process that affected nearly every employee in the company. With the exception of a simple web service (ambayo yenyewe leverages MOSS), almost no actual "programming" alitakiwa.
The solution also serves as a "showcase" kwa ajili ya mteja, demonstrating how different MOSS features can be combined to create a fully featured business application and generate new consulting opportunities in the future.
Glossary
MRO: Matengenezo, repair and operations. These purchases typically include items such as notepads, viti, kompyuta binafsi, Printers, kiini na kama.