TABLE OF CONTENTS

• Application Processes
  • How Application Processes Help
  • Using the Default Processes
  • Customising Processes
    • Process Workflow Interface
  • Customising Sub Processes
• Further Support

Application Processes

As applications move through the migration workflow—from identification through to production deployment—ManagementStudio tracks each stage to provide an accurate representation of project progress and migration readiness.

Application process information is recorded in the Workflow section of each application's migration record.

How Application Processes Help

Updating the process as an application advances through workflow stages provides all stakeholders with a real-time view of application progress and readiness. Application processes also feed into ManagementStudio reports and dashboards.

Benefits include:

• Accurate tracking of application status
• State changes that can trigger notifications
• Integration with ESM
• Ability to attach documents and manage contacts within the migration record

Using the Default Processes

ManagementStudio provides a sample application workflow that can be customised to meet organisational requirements.

Customising Processes

To configure application processes:

1. Click the gear icon in the lower left corner to enter the Administration view.
2. Select the Applications tile.
3. Click Process Workflow.

The interface provides the following controls:

Process Workflow Interface

• Save Changes: Commits all modifications to the database.

• Cancel Changes: Discards your edits and reloads the most recent values.

• Toolbar Icons (left to right):

  • Search Grid: Filter entries in the main grid.
  • Clear search: Remove active search filters.
  • Toggle column group bar: Enable grouping in the grid.
  • Select All: Highlight all grid entries.
  • Select None: Deselect all selected entries.
  • Invert: Invert current selection in the grid.
  • Copy to clipboard: Copies selected data.
  • Export to Excel/CSV: Exports grid data.
  • Pivot to table/chart: View data in table or chart format.
  • Grid Column Chooser: Customise visible columns.

• Main Grid Columns:

  • Process: Workflow stage (e.g., UAT).
  • Status: Current activity within the process or sub-process (Inactive, InProgress, OnHold, Ready, OutOfScope).
  • Visible: Controls whether the item appears in dropdown lists.
  • Order: Determines process display order (0 = top of list).
  • Color Hex: Assigns a custom colour in hexadecimal (#RRGGBB).
  • Set: Use the colour picker for process or sub-process highlighting.
  • PId: Internal reference (cannot be changed).

• Add New Process:

  • Click Click here to add new item at the bottom of the grid.
  • Update fields as required.
  • Click Save Changes to store configuration.

Except for PId, all process fields are editable. Always select Save Changes to apply updates.

Customising Sub Processes

To edit or add sub-processes:

1. While in Process Workflow, click the plus icon next to the relevant process.
2. To edit, click the field to update, then enter the new value.
3. To add a new sub-process, click Click here to add a new item.
4. Click Save Changes at the top to commit your changes.

Sub-process fields match those in the process grid, except for SId (internal reference, non-editable).

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or submit a new support ticket.