Technical Document

ECM for Transformation Management
Office (TMO)
Technical Document
Dec 2023
Version 1.0
Technical Document [TMO]
Revision History
Version
Description Date Modified Author
Number
1.0 Initial Draft 2023-12-06 Cheah Jun Hong
Page 1 of 16
Contents
Folders...................................................................................................................................................3
Perspective............................................................................................................................................5
Metadata (Category)..............................................................................................................................6
Workflow...............................................................................................................................................7
Workflow Task Performer......................................................................................................................7
Workflow Task SLA Config Table............................................................................................................8
Workflow Business Unit Configuration Table.........................................................................................8
Workflow Pillar Config Table................................................................................................................10
Workflow Custom UI............................................................................................................................11
User Groups.........................................................................................................................................12
Workflow Email...................................................................................................................................13
Workflow Task Reminder Email...........................................................................................................14
Workflow Report / Dashboard.............................................................................................................15
RT report final CSV...............................................................................................................................16
Workflow initiation scheduler.............................................................................................................17
Page 2 of 16
Folders
Root folder
Enterprise:Transformation Management Office:TMO RT Report
Sub folders
Level 1 Level 2 Level 3

Name <year> <month> <Business Unit>
Description Submission Year Submission Month, Business Unit, store
store final CSV for TMO attachments produced
reference from workflow
Level 1
Name Administration
Description To access the admin
perspective
Level 1
Name Transfer Folder
Description Store final CSV to be
transferred to external
system
Page 3 of 16
Application folder
Content Server Applications:TMO:TMO:RT Workflow
Label Description
I Contains webreports for scheduled monthly workflow initiation and smart UI widget to
manually start workflow
II Contains webreports and form for Workflow Business Unit Configuration Table
III Contains webreports and form for Workflow Pillar Config Table
IV TMO RT Report category
V TMO Workflow map
VI Contains webreports and emails template of TMO Workflow
VII Contains webreports for Workflow Report / Dashboard
VIII Contains form for Workflow Task SLA Config Table
IX Contains webreports for scheduled daily workflow pending task reminder email
Page 4 of 16
Perspective
Perspectives:TMO Workflow administration
Applied to folder - Enterprise:Transformation Management Office:TMO RT Report:Administration
Label Description
V Open Workflow Business Unit Configuration Table
W Open Workflow Pillar Config Table
X Open Workflow Task SLA Config Table
Y Open Workflow Report / Dashboard (Admin)
Z Manually start a workflow
Page 5 of 16
Metadata (Category)
Field Description
Business Unit lookup from BU config table (cust_tmo_bu_workflow_config2)
Submission Type Finance Performance, Progress Performance, RT Report
Submission Month 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12
Submission Year
Final Version Y, N
Page 6 of 16
Workflow
Workflow Task Performer
Label Group Description

A Business unit Dynamic group lookup from Workflow Business Unit
Configuration Table (d)
B Temporary group Group consists of performer of step C and G
C Transformation Dynamic group lookup from Workflow Business Unit
partner Configuration Table (f)
D Business unit Dynamic group lookup from Workflow Business Unit
Configuration Table (e)
E Group finance admin Constant group (TMO Workflow GF Due Date Approver)
F Group finance Dynamic group lookup from Workflow Business Unit
Configuration Table (g)
G TMO Constant group (TMO Workflow group)
Workflow tasks are dynamically assigned per workflow by looking up Workflow Business Unit
Configuration Table excluding step E and G
Page 7 of 16
Workflow Task SLA Config Table
The due date of each task is calculated from the day of workflow initiation.
Due date calculation includes the workflow initiation day.
E.g., Workflow initiated on 1st of Jan, BU progress submission task will be due on 10th Jan 5pm, TMO
review task will be due on 25th Jan 5pm.
Workflow Business Unit Configuration Table
Page 8 of 16
Label Title Description

a Enabled Enables monthly schedule workflow initiation
b Day of Month Day of month for schedule workflow initiation
c BU Business unit
d BU Group Group to perform milestone progress data entry task
e BU Finance Group Group to perform financial progress data entry task
f Transformation Partner Group Group to perform review milestone progress task
g Group Finance Group Group to perform review financial progress task
h File Prefix Not used (ignore)
i File Path Not used (ignore)
j Last Run Date Last run date of current business unit workflow (ignore)
Column c, d, e, f, g must be filled for workflow to start.
Error will be logged in scheduler log file if columns not fully filled. For manual start workflow widget,
error will be prompted when attempting to start workflow.
Page 9 of 16
Workflow Pillar Config Table
Page 10 of 16
Workflow Custom UI
Workflow step A, C, D, F, and G are workflow form steps with a custom view. The custom views and
form templates are located in TMO Workflow Components folder.
Page 11 of 16
User Groups
Group Description Function

BU users Perform workflow task
TMO_WF_BU_PROGRESS_* (milestone progress data entry)
BU users Perform workflow task
TMO_WF_BU_FINANCE_* (financial progress data entry)
Transformation Perform workflow task
TMO_WF_TP_* partner users (review milestone progress data)
Group finance users Perform workflow task
TMO_WF_GF_* (review financial progress data)
TMO Workflow GF Due Date Approve Finance data submission due date
Approver extension
TMO user(s) to
perform review task
TMO Workflow Group in workflow TMO Workflow Review step
TMO Workflow Admin TMO Workflow email CC
All TMO_WF_GF_*
TMO Workflow GFs groups. TMO Workflow email CC
All groups involved
TMO Workflow All in Workflow
User assignment to groups to be performed by ECM support team.
Page 12 of 16
Workflow Email
Email templates are located in TMO Workflow Components:Emails
TO (first iteration) TO (subsequent iteration) CC

Start BU Milestone
Progress BU progress group (BU table lookup)
Start BU Finance
Progress BU finance group (BU table lookup)
Request TP due
extension TP group (BU table lookup) TP group (BU table lookup) TMO Workflow Admin
Request GF due All GF groups
extension GF Workflow Due Approver group GF Workflow Due Approver group (TMO Workflow GFs)
TP approved due
extension BU progress (the one who picked up the task) BU progress (the one who picked up the task) TMO Workflow Admin
TP rejected due
extension BU progress (the one who picked up the task) BU progress (the one who picked up the task) TMO Workflow Admin
GF approved due All GF groups
extension BU finance (the one who picked up the task) BU finance (the one who picked up the task) (TMO Workflow GFs)
GF rejected due All GF groups
extension BU finance (the one who picked up the task) BU finance (the one who picked up the task) (TMO Workflow GFs)
Transformation Partner
to review Milestone TP group +
Progress TP group (BU config table lookup) TP (the one who picked up the task previously) TMO Workflow Admin
Group Finance to review GF group +
Financial Progress GF group (BU config table lookup) GF (the one who picked up the task previously) TMO Workflow Admin
TP reject progress BU progress (the one who picked up the task) BU progress (the one who picked up the task) TMO Workflow Admin
All GF groups
GF reject progress BU finance (the one who picked up the task) BU finance (the one who picked up the task) (TMO Workflow GFs)
TMO review TMO Workflow Group TMO (the one who picked up the task previously) TMO Workflow Admin
Page 13 of 16
Workflow Task Reminder Email
Reminder email will be sent to workflow task performer when the due date of the task is less than 2
days from current date.
Log file is stored in TMO Workflow Task Due Notification folder.
Page 14 of 16
Page 15 of 16
Workflow Report / Dashboard
Nickname TMOWorkflowReportBU TMOWorkflowReportTPGF TMOWorkflowReportAdmin

Target Users All business unit users All transformation partner All TMO admin users
involved in TMO and group finance users involved in TMO workflow
workflow involved in TMO workflow
Assigned Group  TMO Workflow All  TMO Workflow GFs  TMO Workflow Admin
Permission  TMO Workflow TPs  TMO Workflow GF Due
Date Approver
 TMO Workflow Group
View workflow
✔ ✔ ✔
status
Link to
attachment ✔ ✔ ✔
folder
View workflow
✘ ✔ ✔
comments
View workflow
✘ ✔ ✔
data tables
Configure
workflow ✘ ✘ ✔
settings
Build RT report
✘ ✘ ✔
final CSV
Page 16 of 16
RT report final CSV
TMO admin will generate final CSV from workflow report dashboard screen.
The result of that action is 2 documents being produced.
One standard CSV document will be stored under the respective month folder with category
attached to the document where attribute “Business Unit” is set to “None” and “Final” is set to “Y”.
Another nonstandard CSV document will be placed under the Transfer Folder directory.
Page 17 of 16
Workflow initiation scheduler
Workflow for each Business Unit will be initiated by the scheduler based on the Day of month value
configured in Workflow Business Unit Configuration Table.
Log file is stored in Start Monthly Workflow folder.
Page 18 of 16

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ECM for Transformation Management

Enterprise:Transformation Management Office:TMO RT Report

Level 1 Level 2 Level 3

Content Server Applications:TMO:TMO:RT Workflow

Perspectives:TMO Workflow administration

Applied to folder - Enterprise:Transformation Management Office:TMO RT Report:Administration

Workflow Task Performer

Label Group Description

Workflow Task SLA Config Table

Due date calculation includes the workflow initiation day.

Workflow Business Unit Configuration Table

Label Title Description

Column c, d, e, f, g must be filled for workflow to start.

Workflow Pillar Config Table

Group Description Function

User assignment to groups to be performed by ECM support team.

Email templates are located in TMO Workflow Components:Emails

TO (first iteration) TO (subsequent iteration) CC

Workflow Task Reminder Email

Log file is stored in TMO Workflow Task Due Notification folder.

Workflow Report / Dashboard

Nickname TMOWorkflowReportBU TMOWorkflowReportTPGF TMOWorkflowReportAdmin

RT report final CSV

The result of that action is 2 documents being produced.

Workflow initiation scheduler

Log file is stored in Start Monthly Workflow folder.

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