DriveWorks Pro 15: Specification Flow Security [send feedback...]

Specification Flow Security

The Teams Editor is used to control which teams of users have permissions to enter a state or transition or to start an operation.

By default, all teams have permission to enter all states and transitions or to start all operations.

By changing the option from "All" to "Custom" you can select:

  • Whether the Owner (the last person to modify the specification) has permission.
  • Whether the Creator (the person who first created the specification) has permission.
  • Which specific teams have permission.

Edit Teams for Transitions

The teams that are allowed access to the required transitions need to be set at each state where the transition is available, if different from the default setting.

Teams are added to DriveWorks from the Security Settings section.

To Edit Teams for a Transition:

  1. From DriveWorks Administrator task list select Stage 6. Specification Control > Specification Flow.
  2. If the default specification is in use click Customize Specification.
  3. Select the State that requires teams applying for the transitions, and click the Edit hyper-link in the lower left corner.
  4. In the State Items list of the Edit State dialog, right click on the transition to edit teams for and select Edit Teams
  5. Add the Teams by selecting from the available teams and clicking Add

Edit Teams for Operations

The teams that are allowed access to the required operations need to be set at each state where the operation is available, if different from the default setting.

Teams are added to DriveWorks from the Security Settings section.

To Edit Teams for an Operation:

  1. From DriveWorks Administrator task list select Stage 6. Specification Control > Specification Flow.
  2. If the default specification is in use click Customize Specification.
  3. Select the State that requires teams applying for the operations, and click the Edit hyper-link in the lower left corner.
  4. In the State Items list of the Edit State dialog, right click on the operation to edit teams for and select Edit Teams
  5. Add the Teams by selecting from the available teams and clicking Add

Edit Teams for States

The teams that are allowed access to the state are set at the state level, if different from the default setting.

Teams are added to DriveWorks from the Security Settings section.

To Edit Teams for a State:

  1. From DriveWorks Administrator task list select Stage 6. Specification Control > Specification Flow.
  2. If the default specification is in use click Customize Specification.
  3. Select the State that requires teams applying for the operations, and click the Edit hyper-link in the lower left corner.
  4. In the State Items list of the Edit State dialog, right click on the top level State icon and select Edit Teams.
  5. Add the Teams by selecting from the available teams and clicking Add.

Example

When editing teams into the specification flow it is helpful to create a table for each project:

Team Setting

Transition

Transition

Transition

Transition

TeamStart New SpecificationFinish SpecificationRelease SpecificationEdit Pending SpecificationRelease Pending Specification
Sales TeamYesYesNoYesNo
Engineering TeamNoNoYesYesYes
AdministratorsYesYesYesYesYes

The first column lists the available Teams that have been applied in the Security Settings section.

The subsequent columns list each action that will have security applied, the top row indicates where security for these actions is applied.

The required process is as follows:

  • The Sales Team can start new specifications. This team can Finish a specification to have a quote created, it cannot Release a specification to have models generated.
  • The Engineering Team cannot start new specifications. This team can only Edit a pending specification created by a sales team member. The engineering team can only release an edited specification to have models generated.

To make this specification flow work we can then:

  1. Allow who can Start New Specifications
  2. Allow who can Finish Specifications
  3. Allow who can Release Specifications
  4. Allow who can Edit Pending Specifications
  5. Allow who can Release Pending specifications

The following actions are made by customizing the default specification flow:

1. Allow who can Start New Specifications

To create some users and teams for your project see the Security Settings section.

  1. From the DriveWorks Administrator task list select Stage 1: Group Setup> Security Settings
  2. Select the team that can start new specifications and click Edit
  3. Select the Project Permissions tab and select the project that can be run
  4. Check the Run Project check box, click OK
  5. Select the team that cannot start new specifications and click Edit
  6. Select the Project Permissions tab and select the project that cannot be run
  7. Uncheck the Run Project check box, click OK

2. Allow who can Finish Specifications

Finish is a transition from the initial Specify state.

  1. From the DriveWorks Administrator task list select Stage 5: Specification Control > Specification Flow
  2. If the current Specification Flow has not been customized click the Customize Specification button
  3. Select the initial Specify state and click the Edit hyper-link in the lower left corner of the state icon
  4. From the State Items list right click on the Finish transition and select Edit Teams
  5. Select the Custom option and deselect the Owner and Creator check boxes
  6. Select the Sales Team from the list and click Add to add the sales team to the list of teams that have access to this transition
  7. Click OK

3. Allow who can Release Specifications

Release is a transition from the initial Specify state.

  1. From the State Items list right click on the Release (ReleaseLocal) transition and select Edit Teams
  2. Select the Custom option and deselect the Owner and Creator check boxes
  3. Select the Engineering Team from the list and click Add to add the engineering team to the list of teams that have access to this transition
  4. Click OK
  5. Repeat steps 2 to 4 for the Release (ReleaseAutopilot) transition if using Autopilot
  6. Click OK to close the Edit State dialog

4. Allow who can Edit Pending Specifications

Edit is a transition from the Pending and Saved states, available from the specification explorer.

  1. Select the Pending state and click the Edit hyper-link in the lower left corner of the state icon
  2. From the State Items list right click on the Edit transition and select Edit Teams
  3. Select the All option and click OK
  4. Select the Saved state and click the Edit hyper-link in the lower left corner of the state icon
  5. Repeat steps 2 and 3 

5. Allow who can Release Pending Specifications

Release is a transition from the Pending state, available from the specification explorer.

  1. Select the Pending state and click the Edit hyper-link in the lower left corner of the state icon
  2. From the State Items list right click on the Release (ReleaseLocal) transition and select Edit Teams
  3. Select the Custom option and deselect the Owner and Creator check boxes
  4. Select the Engineering Team from the list and click Add to add the engineering team to the list of teams that have access to this transition
  5. Click OK
  6. Repeat steps 2 to 4 for the Release (ReleaseAutopilot) transition if using Autopilot
  7. Click OK to close the Edit State dialog

DriveWorks Tech Tips Portal

Approval Concept

A customized Specification Flow can be used to implement and Approval State for Specifications, so that users specifications must be approved by an administrator before release.

View all Tech Tips

Guest Account

The Specification Flow can be used to provide a Guest account which is able to run specifications without being able to view other user's specifications. It also allows for dealers with existing accounts to run their own specifications which are only visible to themselves.

View all Tech Tips

DriveWorks Tech Tips Portal is available to DriveWorks Pro customers with an active subscription and support contract.

Tech Tips provide cut down projects that highlight specific functionality for faster and more effective learning.

To access the portal:

  1. Go to https://hub.driveworks.co.uk/tech-tips/
  2. Login with your DriveWorks Pro account credentials, if asked
  3. Click the Visit Tech Tips Portal button for access

The portal provides a search facility, start typing the name of the Tech Tip (as indicated above) to display the Tip you require.

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