A step in a particular workflow. It describes a stage of that workflow and can be associated with the tasks performed at the step.
When to use it
Use it when following or examining the steps of a running workflow.
Key information
- Completion percentage records reported progress; review it with the actual work and evidence.
- Due date records when the work is expected to be due.
- Instructions describe what users are expected to do or review.
Common relationships
- Transition (Non-structure): Connects two Nodes to describe a route between steps in a particular workflow.
- Node – Task (Non-structure): Connects a workflow Node to a Task performed as part of that step.
- Workflow – Node (Structure): Places a Node within a Workflow’s process structure.
Working with this record
Use the workflow tools to review the step, its instructions, responsibility, and associated tasks. Follow the workflow process when completing work at the step. Workflow relationships are the exception to Structure-widget drag and drop.
Example
Technical Review is a Node in the workflow reviewing the pump manual.
Choosing the right type
Choose Node for a step in a particular Workflow. Node Template defines a reusable step; Task records the individual work activity.
