You can automatically generate activated confirmation process schedulers using ARIS reports or Process Governance workflows in combination with ARIS reports. The required attributes, for example, confirmation name, addressees, and duration, can be directly specified in the ARIS report. Alternatively, the attributes can be provided in the Confirmation management attribute type group of the relevant object or model. Confirmation process schedulers generated this way have One-off frequency and Active status.
Specify the 'Confirmation management' attributes
Specify the required attributes in the Confirmation management attribute type group of all relevant objects and models.
Procedure
Start ARIS Architect.
Right-click the model or object for which you want to generate confirmations, and click Attributes. The Attributes dialog opens.
Click the Confirmation management attribute type group in the navigation bar.
Specify the mandatory attributes:
Specify a confirmation name.
Specify a group of addressees using an ARIS Administration user group name. Only one group can be specified.
Specify the number of days for the addressees to accept the confirmation.
If required, specify any optional attributes. For example:
Optionally, assign documents from ARIS document storage () that provide the addressees with detailed information. If the relevant documents
are not yet available in ARIS document storage, upload them first (
Upload new document).
Specify the ARIS Administration user name to be used as creator of the confirmation process scheduler. This user can, for example, check the status of generated confirmations. If you do not specify the user name, the user who runs the report later is used.
Specify the start date of the confirmation process. If you do not specify it, the current date is used.
If you do not specify the attributes Confirmation text and Button label, the default values are used. The default values of the confirmation content are specified in ARIS Risk and Compliance ( Administration > System management > Basic setting > Confirmation Management). For detailed information, refer to the online help of ARIS Risk and Compliance, chapter Change default content.
Click Close.
The required attributes for the confirmation process scheduler are specified.
Using ARIS reports
If you are familiar with script programming, you can create your own ARIS reports in ARIS Architect, which automatically generate activated confirmation process schedulers. These reports provide the required attributes and assign the relevant users, and provide links, if existing. For detailed information on the command reference of ARIS Script for confirmations, refer to the ARIS Script help in ARIS Architect (ARIS Architect > ARIS > Help > ARIS Script > Methods for reports and semantic check > Global objects > Report component interfaces > Confirmation > Confirmation > createConfirmationScheduler). For detailed information about ARIS reports, refer to
- the ARIS help in ARIS Architect (ARIS Architect > ARIS > Working with ARIS > ARIS Configuration and Administration > Create scripts > Create report) and
- the ARIS Script help in ARIS Architect (ARIS Architect > ARIS > Help > ARIS Script > Methods for reports and semantic check > Global objects > Report component interfaces > ARCM).
By default, the example report Generate activated confirmation process scheduler for changed items is available for this purpose in the Confirmation management report category.
Example
A report checks every night the last change date of ARIS database items. For all objects and models whose last change date is more recent than the threshold date, an activated confirmation process scheduler is generated. When the start date has been reached, the confirmation process and the confirmations are automatically generated. The users responsible are notified automatically by e-mail.
Using Process Governance process in combination with ARIS reports
You can generate activated confirmation schedulers using a Software service operation type object type in a Process Governance process. As soon as the Process Governance process reaches the relevant step, activated confirmation process schedulers are generated for all objects and models included in the Process Governance processes. For detailed information on Process Governance processes, refer to the Process Governance help in ARIS Architect or ARIS. By default, the example report Generate activated confirmation process schedulers is available for this purpose in the Confirmation management report category.