BS ISO 12651-2-2014 Electronic document management Vocabulary Workflow management《电子文档管理 词汇 工作流管理》.pdf

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1、BSI Standards PublicationBS ISO 12651-2:2014Electronic documentmanagement VocabularyPart 2: Workflow managementBS ISO 12651-2:2014 BRITISH STANDARDNational forewordThis British Standard is the UK implementation of ISO 12651-2:2014.Together with BS ISO 12651-1:2012, this standard supersedes BS ISO126

2、51:1999 which is withdrawn.The UK participation in its preparation was entrusted to TechnicalCommittee IDT/1, Document Management Applications.A list of organizations represented on this committee can beobtained on request to its secretary.This publication does not purport to include all the necessa

3、ryprovisions of a contract. Users are responsible for its correctapplication. The British Standards Institution 2014. Published by BSI StandardsLimited 2014ISBN 978 0 580 73547 9ICS 01.040.37; 37.080Compliance with a British Standard cannot confer immunity fromlegal obligations.This British Standard

4、 was published under the authority of theStandards Policy and Strategy Committee on 31 December 2014.Amendments issued since publicationDate Text affectedBS ISO 12651-2:2014 ISO 2014Electronic document management Vocabulary Part 2: Workflow managementGestion de documents lectroniques Vocabulaire Par

5、tie 2: Gestion lectronique de processusINTERNATIONAL STANDARDISO12651-2First edition2014-12-15Reference numberISO 12651-2:2014(E)BS ISO 12651-2:2014ISO 12651-2:2014(E)ii ISO 2014 All rights reservedCOPYRIGHT PROTECTED DOCUMENT ISO 2014All rights reserved. Unless otherwise specified, no part of this

6、publication may be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below or ISOs member body in the

7、country of the requester.ISO copyright officeCase postale 56 CH-1211 Geneva 20Tel. + 41 22 749 01 11Fax + 41 22 749 09 47E-mail copyrightiso.orgWeb www.iso.orgPublished in SwitzerlandBS ISO 12651-2:2014ISO 12651-2:2014(E)Contents PageForeword iv1 Scope . 12 Principles and rules followed . 12.1 Defin

8、ition, formatting and organization of an entry 12.2 Spelling 13 Terms and definitions . 1Bibliography 9 ISO 2014 All rights reserved iiiBS ISO 12651-2:2014ISO 12651-2:2014(E)ForewordISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO m

9、ember bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governm

10、ental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.The procedures used to develop this document and those intended for its further maintenanc

11、e are described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the different types of ISO documents should be noted. This document was drafted in accordance with the editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).Attention

12、is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of any patent rights identified during the development of the document will be in the Introduction and/

13、or on the ISO list of patent declarations received (see www.iso.org/patents).Any trade name used in this document is information given for the convenience of users and does not constitute an endorsement.For an explanation on the meaning of ISO specific terms and expressions related to conformity ass

14、essment, as well as information about ISOs adherence to the WTO principles in the Technical Barriers to Trade (TBT), see the following URL: Foreword Supplementary information .The committee responsible for this document is ISO/TC 171, Document management applications, Subcommittee SC 3, General issu

15、es.This first edition of ISO 12651-2 cancels and replaces the first edition of ISO 12651:1999 which has been technically revised.ISO 12651 consists of the following parts, under the general title Electronic document management Vocabulary: Part 1: Electronic document imaging Part 2: Workflow manageme

16、ntiv ISO 2014 All rights reservedBS ISO 12651-2:2014Electronic document management Vocabulary Part 2: Workflow management1 ScopeThis part of ISO 12651 defines terms and concepts relevant to electronic document workflow management.It is intended to facilitate communication in the field of electronic

17、document management and translation of the terms and concepts it contains into other languages. It identifies the terminology used to describe the concepts and general structure of a workflow management system for electronic images and other electronic documents, its major functional components, and

18、 their interfaces. It also provides a list of synonyms variously used within the industry as alternative terms to the preferred terminology2 Principles and rules followed2.1 Definition, formatting and organization of an entryAll terms and definitions in Clause 3 meet the requirements of ISO 10241-1.

19、2.2 SpellingIn the English language version of ISO 12651-2, terms, definitions, examples, and notes are given in the spelling preferred in the United Kingdom. Other correct spellings may be used without violating this International Standard.3 Terms and definitions3.1actiontask that affects an electr

20、onic document or folder (3.14)EXAMPLE Updating an index value for an electronic document, modifying a form for user input, executing a script, moving electronic documents to the next step of a process, or performing a lookup to another system.3.2activitya piece of work that forms one logical step (3

21、.38)3.3administratorworkflow (3.46) system user who has special privileges allowing various system set-up, control, and management functions to be performedEXAMPLE set up and management of user names, passwords, and roles, assignment or re-assignment of work items, monitoring of work progress; or sy

22、stem audit functions.3.4AND-joinjoinpoint within a workflow (3.46) where two or more parallel executing steps (3.38) converge into a single common thread of controlINTERNATIONAL STANDARD ISO 12651-2:2014(E) ISO 2014 All rights reserved 1BS ISO 12651-2:2014ISO 12651-2:2014(E)3.5AND-splitsplitpoint wi

23、thin a workflow (3.46) where a single thread of control splits into two or more parallel steps (3.38)3.6application datadata that is application specific and not accessible by a workflow management system (3.52)3.7audit trailcomplete record of activities taking place within a workflow (3.46) or part

24、 thereofEXAMPLE Date, time or type of work performed.3.8branchone of a set of parallel steps (3.38) within a workflow (3.46)Note 1 to entry: Branches can be added to existing branches and merged with other branches.3.9conditional routeroute between two steps (3.38) within a workflow (3.46) that is f

25、ollowed only when certain conditions are met3.10constraintcondition (typically pertaining to activity (3.2) that must be met during work processing3.11deadlinetime based scheduling constraint (3.10) which requires that a certain activity (3.2) (or work item (3.58) be completed by a certain timeNote

26、1 to entry: Activity scheduling by a workflow management system will attempt to meet deadline constraints set against particular activities. Escalation procedures may be invoked if deadlines are not met.3.12escalationprocedure (automated or manual) which is invoked if a particular constraint (3.10)

27、is not metNote 1 to entry: Escalation procedures typically involve referring the issue to a level of management above the level that is currently addressing it.3.13event triggercondition which may be internal or external to a workflow management system (3.52) which causes that workflow (3.46) manage

28、ment software to take one or more actions (3.1)3.14foldercontainer for electronic documents and folders3.15inboxfolder (3.14) that contains electronic documents or work files assigned to a specific user3.16instancerepresentation of a single enactment of a process (3.28), or activity (3.2) within a p

29、rocess, including its associated data2 ISO 2014 All rights reservedBS ISO 12651-2:2014ISO 12651-2:2014(E)3.17invoked applicationworkflow (3.46) application that is invoked by a workflow management system (3.52) to automate an activity (3.2), fully or in part, or to support a workflow participant (3.

30、55) in processing a work item (3.58)3.18iterationworkflow loopworkflow (3.46) activity (3.2) cycle involving the repetitive execution of one (or more) workflow activity(s) until a condition is met3.19life cycleactions (3.1) taken on an electronic document within a workflow (3.46)Note 1 to entry: Ele

31、ctronic documents might exist in one or many life cycles at the same time, depending on the problem(s) being solved, the processes associated with the electronic document, and how they overlap.3.20load balancingway to distribute work to specific user queues (3.34)Note 1 to entry: Percentages, priori

32、ty, sequence, index values, shortest list, and more complex rules can be applied to allocate electronic documents among individual users and groups of users to work on.3.21manual activitymanual stepactivity (3.2) within a process (3.28) that is not capable of automation and hence lies outside the sc

33、ope of a workflow management system (3.52)Note 1 to entry: Such activities may be included within a process definition, for example to support modelling of the process, but do not form part of a resulting workflow.3.22milestonemilestone stepdesignated point within a workflow (3.46), used to track th

34、e progress of the workflow3.23OR-joinjoinasynchronous joinpoint within a workflow (3.46) where two or more alternative activity(ies) (3.2) workflow branches (3.8) re-converge to a single common activity as the next step (3.38) within the workflow3.24OR-splitconditional routingbranchpoint within a wo

35、rkflow (3.46) where a single thread of control makes a decision upon which branch (3.8) to take when encountered with multiple branches ISO 2014 All rights reserved 3BS ISO 12651-2:2014ISO 12651-2:2014(E)3.25parallel routingparallel workflow processingconcurrent processingsegment of a process instan

36、ce (3.32) under enactment by a workflow management system (3.52), where two or more activity(ies) (3.2) are executed in parallel within a workflow (3.46), creating multiple threads of controlEXAMPLE Once a form filling activity is complete, the three sections of form X, sections A, B and C, are proc

37、essed in parallel by the corresponding activities, Process Section A activity, Process Section B activity and Process Section C activity.3.26pre-conditionlogical expression which may be evaluated by a workflow engine (3.50) to decide whether a process instance (3.32) or activity (3.2) within a proce

38、ss instance may be startedNote 1 to entry: One or more pre-conditions may be defined as entry criteria to a particular activity or process instance. The pre-condition may refer to an external event of some kind.3.27post-conditionlogical expression which may be evaluated by a workflow engine (3.50) t

39、o decide whether a process instance (3.32) or activity (3.2) within a process instance is completedNote 1 to entry: Usage: One or more post-conditions may be defined as completion criteria for a particular activity or process instance. The post-condition may refer to an external event of some kind.3

40、.28processmodelformalised view of a business process, represented as a co-ordinated (parallel and/or serial) set of activity(ies) (3.2) and steps (3.38) that are connected in order to achieve a common goal3.29process definitionmodel definitionrouting definitionworkflow scriptrepresentation of a busi

41、ness process in a form which supports automated manipulation, such as modelling, or enactment by a workflow management system (3.52)Note 1 to entry: The process definition consists of a network of activities and their relationships, criteria to indicate the start and termination of the process, and

42、information about the individual activities, such as participants, associated IT applications and data.3.30process definition modeprocess modellingtime period when manual and/or automated workflow (3.46) descriptions of a process (3.28) are defined and/or modified electronically3.31process execution

43、time period during which a process (3.46) is operational, with process instances (3.32) being created and managed4 ISO 2014 All rights reservedBS ISO 12651-2:2014ISO 12651-2:2014(E)3.32process instancerepresentation of a single execution of a process (3.28)Note 1 to entry: A process instance is crea

44、ted, managed, and (eventually) terminated by a workflow management system. Each process instance is complete when a unit of work passes through the workflow management system (for example, the processing of one insurance claim, or the production of one engineering design).3.33process rolerolemechani

45、sm that associates workflow participants (3.55) to a collection of workflow (3.46) activity(ies) (3.2)3.34queuedefined work folder (3.57) where electronic document(s) await processingNote 1 to entry: A queue assigned to a particular user is a user queue or an inbox.3.35related documentselectronic do

46、cuments that share an index value or associated content with the main electronic documentNote 1 to entry: Some workflow actions take place on related electronic documents and not the electronic document.3.36rulequestion that evaluates True or False, used to test whether a specific data condition is

47、met to enable conditional programming3.37sequential routingserial routingsegment of a process instance (3.32) under enactment by a workflow management system (3.52), in which several activity(s) (3.2) are executed in sequence under a single thread of executionNote 1 to entry: No AND-split, AND-join,

48、 OR-split, OR-join may occur during sequential routing.3.38stepstage within a workflow (3.46) where distinct, clearly defined action (3.1) is performed. A workflow consists of two or more stepsNote 1 to entry: Each step on a workflow map represents an activity or task in the process described by the

49、 map. A workflow consists of two or more steps.3.39sub processprocess (3.28) that is enacted or called from another (initiating) process and which forms part of the overall (initiating) processNote 1 to entry: Multiple levels of sub processes may be supported.Note 2 to entry: A sub process is useful for defining reusable components within other processes. A sub-process will have its own process definition. ISO 2014 All rights reserved 5BS ISO 12651-2:2014ISO 12651-2:2014(E)3.40timerssoftware polling that automates non-interactive execu