Request Workflow- Quick Reference Guide

Workspace Provisioning via Request Workflow

Step 1: External System Configuration

Configure the external systems.

1. Select Administration tab>External System Configuration
2. Click Settings tab> Check box for the External Systems to be configured
3. Click on the added external system tab to configure the setup

Step 2: Define Metadata

Map the Metadata to associate the files from your external systems to CAM. You can also add custom values for the metadata.

1. Select Administration tab>Metadata
2. Click Add Metadata
3. In the Add Metadata window enter the details and click Save.

The metadata added here is now available for selection when configuring the external systems or request workflow.

Step 3: Template Editor

The Template editor provides an easy to use interface to create workspace based on metadata attributes and rules.

1. Select Administration tab>Template Editor
2. Select the template from the Template List on the left hand pane. Click the icon next to the template to access options to edit and apply the template.

Step 4: Request Workflow Configuration

The request workflow configuration allows you create ad hoc workspaces with standard folder structures and naming conventions.

1. Select Administration tab> Request Workflow Configuration
2. Click Add New Dialog
3. In the Add Request Workflow Configuration window, enter the name for the workspace, and configure the wizard. Click Save. The Request Workflow is now available for selection.

Step 5: Launch Request Workflow

Now that the request workflow is configured, launch the request workflow to create the workspace in the configured external system. Click the sign on the top right corner of the screen to launch the request workflow.

1. Click the sign on top right corner of the screen.
2. In the request workflow window, select the Workspace Dialog to be configured.
3. Based on the configuration in Step 4, the panels are displayed to enter information. Enter the information in the panels, click Next.
4. Click Finish to create the workspace.
5. An additional Approval step may be required, based on user access assigned when creating the workspace. The status of the approval can be tracked in the Approvals tab.
6. The job progress of the created workspace can now be tracked in the Jobs tab.

Step 6: Check Jobs

The Jobs tab allows you to track the status all the jobs uploaded or workspaces modified in CAM

1. Select the Jobs tab. This page will display all the jobs uploaded in CAM.
2. Click the link in the Description column to view/edit the job
3. Once a job is completed successfully, a link is available in Link column to access the external system in which the workspace is created.
4. You can track the progress of the job in the Status column.
5. Results will show snapshot of executed jobs.

Step 7: Check Directory

The Directory tab lists all the matters created in the configured external systems for the uploaded jobs.

1. Click the link in the Matters/Client column to view the matter details.
2. You can also edit the matter metadata, security, and the template applied.