Status

General Description

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Activity name	Activity type	Activity description	Forms
Manual request	Empty start event	Requester asks about new access and fills out the manual request form.	Manual Request
API request	Message start event	Onboarding process can be started from 3rd part API.
Record customer	User task	In this form the user needs to define the workflow requirement.	Record Form (Google Form)
Validate Workspace	User task	This task is for the validators, they need to define 2 main aspects: Requested workspace ID is not taken A valid license file should be uploaded	Validate Workspace form
Create Production Workspace Create Sandbox Workspace Create Development Workspace	Service task	These tasks can be performed, depending on the initial request, to create the workspace with requested information.
Generate Summary	Script task	This activity is executed by ProcessMaker I/O engine, and is a script to generate a PDF with the information about the workspaces and credentials.
Verify Onboarding Data	User task	This activity is created to validate that the same user has approved all information generated by the other activities.	Verify Onboarding Data

Message Title

Item

Type

Content

Notification to requester

"Verify Onboarding Data" User Task /Notify Requester Message event

email message

Hello {{Requester name}},

You request was approved and implemented.

A workspaces for {{ClientName}} was created

Please find the summary document with Credential report in the attachment

Best regards!

Notification to supervisors

"Validate workspace" User task /Notify Supervisor Message event

email message

Hello {{Supervisor name}},

We just wanted to inform you, that {{Requester name}} request for creating workspaces for {{ClientName}} wasn't validated during dedicated time

Best regards!

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