Words and Phrases
Device process - Business rules
The device workflow relies on a few simple business rules. Rules repeat from one phase to another when the end user can make a change to a field affected by a business rule during that phase.
All processes
In the out-of-the-box device workflow, the rules detailed for each of the following events apply to all processes.
Before change
| Condition | Service Management actions |
|---|---|
| If InitialPhase is empty | Set InitialPhase to In use |
After change
| Condition | Service Management actions |
|---|---|
| None |
Set Display label to the first (in order listed) of the following which is not blank:
|
| If Reserved is empty or not true | Reserved = false |
| If Missing is true |
|
| If Phase ID is In Stock and Stockroom entry date has not been set | Set Stockroom entry date to now |
| If Phase ID is not In Stock | Set Stockroom entry date to null |
| If Located in stock is not empty | Set Location to Located in stock |
| If Subtype is changed | Set Asset model to null |
| If Subtype is empty, and Asset model is not empty | Set Subtype to its asset model's device subtype |
| If Default warranty contract is changed |
Set Warranty end date to the first (in order listed) of the following which is not blank:
|
| If Default maintenance contract is changed |
Set Maintenance end date to the first (in order listed) of the following which is not blank:
|
| If Cost center is empty, Owner is changed, and the device owner has a cost center | Set Cost center to the Cost center of the device owner |
| If Cost type is empty, Asset model is changed, and the asset model has a cost type | Set Cost type to the Cost type of the asset model |
| If Model is changed, Total amount of the asset model is not empty, and Total amount is empty | Set Currency to the Currency of the asset model |
| If Model is changed, Brand of the asset model is not empty, and Brand is empty | Set Brand to the Brand of the asset model |
| If Model is changed, Total amount of the asset model is not empty, and Total amount is empty | Set Total amount to the Total amount of the asset model |
Rendering
| Condition | Service Management actions |
|---|---|
| None | Display label = read-only |
| If Virtual device is true |
|
| If Phase ID is not In Stock |
|
| If Phase ID is not End, or Close code is not Retired |
|
| If Located in stock is not null | Location = read-only |
| If Subtype is empty |
Show Asset model list with filter:
|
| If Acquisition type is Rental or Lease or Loan |
|
| If Subtype is not empty |
|
| None |
|
| If Virtual device = true | Acquisition = hidden |
| None | Show only active cost centers in the Cost center drop-down list |
| None | Show only active cost types in the Cost type drop-down list |
Metaphases and phases
In the out-of-the-box device workflow, the following rules apply to the indicated metaphase or phase.
Unavailable metaphase
| Event | Condition | Service Management action |
|---|---|---|
| Rendering | None | Close code = hidden |
New phase
| Event | Condition | Service Management action |
|---|---|---|
| After change | If OS name is empty | OS name = OS type |
| After change | If InitialPhase = In stock | Stockroom = mandatory |
Available metaphase
| Event | Condition | Service Management action |
|---|---|---|
| Rendering | None | Close code = hidden |
In stock phase
| Event | Condition | Service Management action |
|---|---|---|
| Entering | None | Delete all relationships of user list |
| After change | None | Stockroom = mandatory |
| Rendering | None | Expand Details section |
| Leaving | None |
|
In use metaphase
| Event | Condition | Service Management action |
|---|---|---|
| Rendering | None | Close code = hidden |
In use phase
| Event | Condition | Service Management actions |
|---|---|---|
| After change | None | Reserved = false |
| If First installation date is empty | First installation date = now | |
| Rendering | If Managed externally = true |
Set these fields to be read-only:
|
Retire phase
| Event | Condition | Service Management action |
|---|---|---|
| Rendering | None | Close code = hidden |
Ended
| Event | Condition | Service Management action |
|---|---|---|
| Entering | None | Remove device from IDOL index |
| None | Delete all relationships of user list | |
| After change | None | Close code = mandatory |
| Rendering | None | Expand Retirement section |
Canceled
| Event | Condition | Action |
|---|---|---|
| Entering | None | Remove device from IDOL index |
| Rendering | None | Close code = hidden |
Related topics
