Kintana Script : Standardizing Approval Names

Purpose

Kintana is all about decisions. At each manual approval step you are going to present options to your users.

You need to be very consistent about the names you use for these choices both inside and across workflows.

Tested

With HP PPM (Project and Portfolio Management) Kintana v6.0.

Usage

Paste the following script into SQL Runner

Omit the comment unless you're using a PL-SQL editor.
SQL Runner only supports select statements and you'll get a KNTA-10648 error.

Use the first order by clause when looking for duplicated decision sets.
Use the second order by clause when looking for variant choice names.

-- List Approvals

select wa.product_scope_code, wa.approval_name, nl.lookup_type, nl.seq, nl.meaning
from KWFL_APPROVALS wa, KNTA_VALIDATIONS nv, KNTA_LOOKUPS nl
where wa.result_validation_id = nv.validation_id
  and nv.lookup_type = nl.lookup_type
 order by wa.product_scope_code, wa.approval_name, nl.lookup_type, nl.seq
 -- order by nl.meaning

PRODUCT   APPROVAL_NAME                           LOOKUP_TYPE                           SEQ  MEANING
SCOPE
CODE
.
ALL       D2 Yes | No                             YES_NO                                  1   No
ALL       D2 Yes | No                             YES_NO                                  2   Yes
.
ALL       D3 Approve | Cancel | Decline           D3 Approve | Cancel | Decline           1   Approved
ALL       D3 Approve | Cancel | Decline           D3 Approve | Cancel | Decline           2   Cancelled
ALL       D3 Approve | Cancel | Decline           D3 Approve | Cancel   Decline           3   Declined
.
ALL       D4 Approve | Cancel | Decline | Revise  D4 Approve | Cancel | Decline | Revise  1   Approved
ALL       D4 Approve | Cancel | Decline | Revise  D4 Approve | Cancel | Decline | Revise  2   Cancelled
ALL       D4 Approve | Cancel | Decline | Revise  D4 Aprove  | Cancel | Decline | Revise  3   Declined
ALL       D4 Approve | Cancel | Decline | Revise  D4 Aprove  | Cancel | Decline | Revise  3   Revised

To extract the output, click on the [Open as Text] button.
This opens a text window from which you can copy and paste.

Each 'Approval' consists of a set of choices ('transitions') that the user is presented with when she is asked to make a decision at a manual workflow step.

A review of the 'Meaning' column can help you

- Eliminate variations in names

- Eliminate duplicate sets of 'Approvals'

The article on Decision-Approval Name Standards covers using this report in more detail and has suggestions on standards for approval names.

Download

KintanaScripts.zip (58 Kb)