Setting up model workflows

Configure workflows to match your organizational needs for overseeing model development, validation, implementation, ongoing monitoring, auditing, or other risk management activities.

• Models in your model inventory transition through your organization’s custom model lifecycles via model stages, which are in turn manipulated via workflows.
• Workflows are comprised of workflow steps,¹ and have their own workflow states² discrete from model stages.
• Some step types allow you to define conditional requirements,³ providing flexible customization.

¹ Workflow step types

² Workflow states

³ Conditional requirements

Set up workflows

Workflow elements

A workflow is comprised of an interplay of these elements:

• Workflow step types
• Conditional requirements
• Workflow states

Workflow step types

For more assistance configuring workflow step types, refer to our Workflow configuration examples.

Transitions

Model Stage Change

• Transitions a model into another stage.
• Requires available model stages associated with the workflow.⁴

⁴ Manage model stages

Model Stage Change step configuration

Field	Description
when these conditions are met (optional)	Add conditional requirements to qualify for this step.5
set model stage to	Select the model stage to transition to.

⁵ Conditional requirements

Workflow State Change

Transitions the workflow into another workflow state.⁶

⁶ Workflow states

Workflow State Change step configuration

Field	Description
set workflow state to	Select or add7 the workflow state to transition the workflow to.
progress	Indicate the progress of the workflow at this transition into the next state.

⁷ Click Add New State to create a new state unique to this workflow.

Actions

User Action v2

Creates a button that performs an action on behalf of the user.

User Action v2 step configuration

Field	Description
display action button when (optional)	Add conditional requirements for displaying this step.8
action button label	Text that displays on your action button.
request fields (optional)	Include required inventory fields alongside your action.9

⁸ Conditional requirements

⁹ 
• Select the field, then click Add Field to insert.
• Manage model inventory fields

Approval

When your workflow reaches the approval step, roles or users in the selected approval group will receive a preconfigured message.

• Select from either User Roles, Model Stakeholder Types,or either User Role or User Type inventory field.¹⁰
• Must be connected to both a rejection and approval Model Stage Change step.¹¹

¹⁰ Conditional requirements

¹¹ Configure model workflows:

1. Configure two Model Stage Change steps for your associated rejection and approval stages.
2. Then, from the bottom of your Approval step:
   1. Connect the left (red) to your rejection step.
   2. Connect the right (green) to your approval step.

Approval step configuration

Field	Description
approval group	Select the roles, stakeholders, or user fields responsible for approval.
threshold	Percentage of approvers required for approval.
Approval Message	When your workflow reaches this Approval step, the selected approval group will shown this message.12

¹² Enter in a title and a message to display.

Conditional

Condition Branch

• Allows diverging paths based on conditional requirements.
• A default branch will be automatically included as a catch-all else path to ensure that your conditional logic is complete.

Workflows cannot be saved until condition branches are connected to other steps.

To configure a condition branch:

1. On the Configure Condition Branch modal, click Add Branch.

2. Enter in the path name and designate the conditions¹³ that apply to this path.

3. Continue with steps 1 and 2 until your conditional branch logic is complete.

   To remove a path, click and select Remove Path.

4. When you are finished setting up all your branch paths, click Update Step to save your step.

   Proceed with linking the Condition Branch with your subsequent steps.¹⁴

¹³ Conditional requirements

¹⁴ Configure model workflows

Wait

• Creates a time condition for displaying next available action.¹⁵
• Used to enforce a time delay or a calendar date milestone.

¹⁵ Conditional requirements

Time stamp configuration is in the current user’s timezone.

Other users viewing those fields or the workflow will see the value automatically in their timezone.

To configure a wait step, select when you would like to resume workflow:

Wait step configuration

Option	Required field	Description
After Time Interval	wait duration	Wait for a set amount of time. Applies to all models under the workflow.
At Specified Date	wait until	Wait until a specific timestamp. Applies to all models under the workflow. If the milestone date inputted is in the past, the next workflow step will display immediately.
At Specified Date on Model Field	model field16	Wait until a specific timestamp as defined by a model inventory field on a per model basis. If the selected field is empty17 or the milestone date inputted is in the past, the next workflow step will display immediately.

¹⁶ Manage model inventory fields

¹⁷ Make model inventory fields required on registration to ensure necessary fields have valid values.

Workflow Logic

Run Workflow

Triggers another workflow indicated by select workflow to run, allowing you to chain workflows.

End

• Designates the end of your workflow.
• Use this step when all of your other steps have been configured and linked together.¹⁸

¹⁸ Configure model workflows

Conditional requirements

Configure conditional requirements for the following step types:¹⁹

¹⁹ Workflow step types

Model Stage Change

optional

1. Under when these conditions are met, set your AND and OR conditions.

2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

   • Click Add Rule to add an independent rule.
   • Click Add Group to add a linked group of rules that all must be true to qualify.

User Action v2

optional

1. Under display action button when, set your AND and OR conditions.

2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

   • Click Add Rule to add an independent rule.
   • Click Add Group to add a linked group of rules that all must be true to qualify.

Approval

• Select from either User Roles,²⁰ Model Stakeholder Types,²¹ or either User Role or User Type inventory field²² for your approval group.

• Under threshold, set the minimum percentage of approvers required for the resource to be approved.

²⁰ Manage roles

²¹ Manage model stakeholder types

²² Manage model inventory fields

Condition Branch

1. Under each branch’s conditions, set your AND and OR conditions.

2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

   • Click Add Rule to add an independent rule.
   • Click Add Group to add a linked group of rules that all must be true to qualify.

Wait

Select when you would like to resume workflow:

• After Time Interval — Set the wait duration in minutes, hours, or days.
• At Specified Date — Set the wait until a specific timestamp.
• At Specified Date on Model Field — Set the model field²³ with a valid Date or Date Time type model inventory field that defines the specific timestamp on a per model basis.

²³ Manage model inventory fields

Workflow states

Workflow states are statuses unique to a specific workflow, discrete from model stages.²⁴

²⁴ Manage model stages

Add workflow states

Add workflow states by either while configuring a Workflow State Change step,²⁵ or via the Settings page:

²⁵ Configure model workflows

1. In the left sidebar, click Settings.
2. Under Workspace, select Workflow States.
3. Click on the workflow you’d like to modify workflow states for.
4. Click Add New Workflow State.
5. Enter in a name and a description, then select a color for your workflow state.
6. Click Save to create the workflow state.

Delete workflow states

Workflow state deletion is permanent.

If a state is or was previously in use on a workflow within a Workflow State Change step, the state cannot be deleted.

1. In the left sidebar, click Settings.
2. Under Workspace, select Workflow States.
3. Click on the workflow you’d like to delete workflow states for.
4. Hover over the workflow state until the appears, then click on it.
5. After you confirm, the workflow state will be removed.

What’s next

• Working with model workflows