Windchill Administrative Workflow – Annual Product Team Review Task for Product Managers
Hi everyone,
I’m looking for some guidance on how to implement an administrative workflow in PTC Windchill.
We have a requirement where, once a year, we want to automatically send a task to all Product Managers in the Windchill application. The purpose of the task is to ask each Product Manager to manually review their Product Team and confirm that the team members and information are still correct.
The expected behavior is:
1. The workflow/task should be triggered once every year.
2. It should identify all users who have the Product Manager role and assign them the task.
3. Each Product Manager should receive a task asking them to review their Product Team.
4. The Product Manager should manually perform the review in Windchill.
5. Once the review is completed, they should be able to Complete the task.
6. There should be no Reject option for this task. The only available action should be to complete it.
7. If the task becomes overdue, an email notification should automatically be sent to the respective Product Manager as a reminder.
8. Ideally, the solution should be implemented using standard Windchill workflow/administrative capabilities rather than requiring extensive customization.
I would like to understand what would be the recommended approach for implementing this in Windchill.
Specifically, I’m interested in knowing:
- What is the best way to trigger this workflow once a year?
- How can I dynamically identify all Product Managers and create/assign a task to each of them?
- What is the recommended way to create a task with only a Complete action and no Reject option?
- How can I configure an automatic email notification when the task becomes overdue?
- Is this something that can be achieved using Windchill Workflow templates, timers, robots, and notifications, or would customization be required?
- If anyone has implemented a similar annual review/attestation process in Windchill, could you please share the approach or workflow design?
Any suggestions, examples, or best practices would be greatly appreciated.
Thanks in advance!