Workflow Example - Cancel Service

When a subscriber's service needs to be canceled, a dynamic Workflow can put into place a more processed and automated path. 

The following example details a service cancellation workflow that can be implemented into the network.

Learn more about: 

• Workflow components 
• Workflow processes 
• Create a new workflow

This Workflow will be a simple example of how to cancel a subscriber's service. To create a new workflow click on the workflows page within admin utilities.

Now enter a name, choose a type, and write a description. Now click SUBMIT.

You'll now be taken to the Workflow Template view. To start let's get into the editor by clicking Version 1.0 that is in Development.

First lets add a task to call the Subscriber. Click then . Then choose from previously created tasks or create a new one.

Now let's add our next task which will be to Cancel Subscriber Services. Now add a dependency by dragging a line from our first task to our second. Then choose the dependency type (in this case a Task Dependency). Then click ADD DEPENDENCY. Afterward, click Refresh Diagram in the upper left to organize the Workflow.

Now we'll add a function to Cancel Subscriber Services by clicking then . We'll set this function as a Manual (Button) trigger to Remove Calix Fiber Data Service.

Now we'll add a task to Deactivate Service Items within Vision and add a function to Set Package Items to Inactive and Complete Task.

We'll now add a task to Remove ONT and a manual function to Remove Calix ONT Provisioning.

Our final task will be to Send Final Invoice to the Subscriber.

Now we'll add assignments to our tasks by clicking then . For instance, the screenshot below shows that we're assigning all tasks to the group Customer Service.

To move this Workflow to production click then . Vision will then check that the Workflow contains all the necessary components to move to production. When ready click SUBMIT.