HumanEdj 13 - Status Reporting

[Higher-resolution version available at
http://rolemodellers.com]

1. You have a template for Sales Bids -- you will make a higher-level template to manage a product, using which you will be able to start Plans to manage Sales Bids and other work for particular products

2. In the higher-level template, include a Salesperson and Product Manager Roles

3. The Salesperson has an Activity to start Sales Bids, using the Sales Bid template we started with

4. The Product Manager has an Activity to review Sales Bids

5. Start a Plan for Product SuperWidget

6. In the Plan, select a Sales Bid template and make a Plan for a particular Sales Bid

7. From the product management Plan, you can see the Sales Bid

8. In the Sales Bid Plan, upload an RFQ

9. Login as the Product Manager

10. After receiving messages, you can see both Plans, and drill down from the SuperWidget Plan to the ACME Sales Bid

11. However, you cannot see the RFQ that was uploaded -- this is because no Status Reports have yet been generated for the higher-level Plan

12. Login as the Salesperson again, and from the higher-level Plan, "Send Status Reports"

13. Login as the Product Manager again, and after receiving messages, you can now drill down from the SuperWidget Plan and see the RFQ in the ACME Sales Bid

Category:

Science & Technology

Tags:

• collaboration
• software
• process
• knowledge
• work
• human
• interaction
• management
• project
• bpm
• workflow