Administration Guide

Controlling Availability of Actions

In Alloy Navigator, you can design workflow as a sequence of Actions or logical steps users perform regularly when handling daily tasks. The availability and the order of these steps is automatically controlled by Alloy Navigator’s workflow engine to ensure that Actions are performed only by appropriate technicians, and in correct logical order.

INFO: For details, see Workflow Management.

Security roles help you to control the availability of Actions to technicians. Any Action is available only to technicians who possess the role or one of the one roles the Action is assigned to. This way, different Actions can be made available to different technical teams or groups, depending on their specific tasks and responsibilities.

In the Desktop App, Mobile App, and the Web App, technicians access Actions through the Action Bar, a special toolbar designed to inform and guide technicians through the business process. Actions can also be accessed through the Actions menu. Out of all Actions that are available to the technician through their role membership, the Action Bar shows only those that are valid in the current situation, depending on the object’s current state. For example, a closed Incident cannot be assigned, or an open Incident cannot be reopened, therefore corresponding Actions should be hidden be unavailable and either disabled or removed from the Action Bar.

INFO: For details, see Actions.