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lee mcdermott

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Everything posted by lee mcdermott

  1. lee mcdermott
    @Steven Boardman thats great thanks for the help lee
  2. lee mcdermott
    @Steven Boardman Thanks steven thats a great idea as well. I have just tested the activities notifications and that is good, but as you say maybe may get missed by some members of the team, so the boards would be a great method to track them. i have checked mine and can see some assigned activities. I was trying to create a board to just view tasks that will be associated with changes. So I thought the category condition would do this see screen show below. what is the difference between category and type. I only have Task , scheduled call and bpm under Category. And under type I only have task or appointment. In your example is Contract review a request category?
  3. lee mcdermott
    @Daniel Dekel Hi Daniel, Ah right yes that makes sense, thanks a lot.
  4. lee mcdermott
    Hi, If an activity is assigned to a team rather than an individual, how do members of that team know an activity has been assigned to the team? Is there a way that activity can show up in the request list for that team? Basically my change process is designed to generate an activity to undertake the work once it has been through approval process etc. However the activity will always be assigned to different teams depending on what work is required. I cannot see how to view an activity if your in that team. thanks lee
  5. lee mcdermott
    @DeadMeatGF yeah I have checked - it is only the label that says CAB. The condition is set to Normal. As i say it used to work but seems to have stopped?
  6. lee mcdermott
    @Dan Munns Hi Dan, did you log a issues for this. i am also having issue with changes and have tried changing the default change bp which used to work now seems to not work. i am also having issues - see
  7. lee mcdermott
    Just to note - i did make a copy of the change bp before i made the initial changes, but now if I change the BP for changes to the one i made a backup of - it doesn't fully work - all the HUD information seems to be missing as if the BP is not being activated? See screen shot - this is where i changed which BP to use for the change requests. Is there somewhere else that the change BP is configured?
  8. lee mcdermott
    Hi I seem to be having an issue on my BP for our change request. Initially this was working but I made some changes at which point I started getting the following error. This was initially setup and working on the planning and approval stage see screen shot. I then replicated exactly the same on the next stage implementation the process worked but then failed on the implementation stage as below with the no matching goto if - but this only occurred when a Normal change was logged it works for Standard and Emergency. However I reverted back to how it was and I now get the same error but now on planning and approval stage although it used to work? I am not sure if this is a bug or whats happened? so I have a get request details followed by a decision to branch based on the change Type - Standard, Emergency and Normal. See attached screen shots. This used to work but now it works when Standard or emergency change has been logged - but for a Normal change it fails with the no match go to if found. Any ideas??
  9. lee mcdermott
    @Gerry ha thanks Gerry. God I looked everywhere (except there) once you pointed it out it is more visible than I initially thought... thanks a lot lee
  10. lee mcdermott
    Apologies if this is a really basic question, but I cannot for the life of me find where or how to follow a call. I have noticed the I'm following view in my request lists -but cannot find out how to add or follow a call. Any ideas? thanks lee
  11. lee mcdermott
    @Ehsan Are you able to confirm if the following settings are correct? I am not getting any notification emails when assign any calls to analysts? I'm still a little confused as to how this should be setup as per previous post. thanks lee
  12. lee mcdermott
    @Martyn Houghton no i would be assigning the activity to any team potentially depending on the nature of the change request. It's not a major thing- it was more for a visual prompt for the analyst processing the change to remember to assign the task.
  13. lee mcdermott
    thanks Martyn, i have attached a screen shot of how i currently have it. I thought of assigning as above but will this assign the whole change request to that person or team? Ideally was going to keep the change request in the change management queue and then generate a human activity which we could then assign that to the individual or team who will carry out the work. would your method above work with a human activity? as per screen shot once stage starts it sets it to assign activity to team. then as soon as the human activity is assigned to another team i want it to set it to "change in progress" and then once activity is closed it continues through the BP
  14. lee mcdermott
    Hi, Part of our change process I have a human task to create an activity to perform the actual change work. As part of the HUD I have a checkpoint to say assign activity to team. This is to remind 1st line team to re-assign the activity to the team who are required to perform the change. As soon as that activity is assigned to the relevant team i would like to set the next stage checkpoint saying "Change in progress" is there anyway to activate this next stage checkpoint based on the actual human task activity being assigned to another team? or another option is it even possible to automatically assign a human activity?
  15. lee mcdermott
    thanks ehsan. still a little confused here then. So do we need to have live.hornbill.com still configured? or only if we want notifications sent to customers if they are to get emails on updates?
  16. lee mcdermott
    thanks Daniel, thats great. I have just checked and don't have any email customer nodes in my BP's. I have checked the example bp's and can see what is required. I just could not remember if it needed configured in a BP, or for call logging and closure it was done by default at the system level. I think all my BP's were created from one of my original ones which didn't have the email customer node in because at the time we didn't have the email part fully configured so was getting an error when logging test calls. (it's all coming back to me now) I should be able to set this up now and test. Out of interest why is the below configured as live.hornbill.com and not northumberland.gov.uk? thanks lee
  17. lee mcdermott
    ah actually just looking at the rule and it is set to target success - deleted items... so if i set to inbox it should do the trick thanks again for the help
  18. lee mcdermott
    Thanks Dan that has done the trick. Quick question..It has updated the timeline but I dont seem to have recieved the corresponding email in the inbox? Is this correct? or can you get it to update the call and still get the email in the inbox?
  19. lee mcdermott
    Hi , During our 30 day switch on there was a bug in the system so we never got to setup or test this. It appears this bug has been fixed, so how do you setup to get a call updated automatically when an email is received. See attached screen shot of the routing rule. However this doesn't appear to be updating the call? Is there any other setting required to get this working?
  20. lee mcdermott
    Hi, This is probably a really simple answer but I'm not 100% sure on how this should be configured. So when a call is logged either by an analyst or user via self service portal I want it to email the user affected with the call details etc. I thought this was working but it appears it is not. Should this email notification process be configured in the Business Process? or does the system by default email for each call logged? I noticed the below(attached screen shot) in a different post - we do not have this setup or configured anymore - it was deleted when we configured our mail route via our domain. Does this mail route need to be configured again? thanks lee
  21. lee mcdermott
    yeah thats great. many thanks for your help
  22. lee mcdermott
    Thanks Bob that's Great I will give that a go. I was expecting to see a new task or something view able in the request list for that team. But the above makes sense so I will have a play about.
  23. lee mcdermott
    Hi, I'm hoping someone can shed some light on the best method to achieve this. During some of our BP's I want to create additional tasks that are assigned to different teams to action. I have started a parallel process and can create a human task\activity. What I would like to happen is multiple tasks are created and are assigned to different teams. However the human task seems to create an activity assigned to a particular user. I would like a task to be visible in each teams assigned calls so that anyone can pick it up and complete. I hope that makes sense and hopefully it is easy to achieve. I'm very new to hornbill so trying to understand the in's and out's of creating the BP's thanks lee
  24. lee mcdermott
    Ah ok, great thanks for your help. I think I will just have to include the questions on the form even though they may not always be relevant. Hopefully something they may add in the future.
  25. lee mcdermott
    Hi, New to Hornbill so still learning the functionality. When creating a custom form is it possible to have a question initially hidden that only becomes visible depending on a previous questions answer? So for example question is a static drop down of YES or NO. I want an additional question to display if the selection previously was YES thanks Lee
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