Enabling a schema for UCM

If you decide not to use one of the predefined UCM-enabled schemas, do some additional work to enable your schema to work with UCM. Before you can do this, you need to answer the following questions:
  • Which record types are you enabling for UCM? You do not need to enable all record types in your schema, but you can link only records of UCM-enabled record types to activities.
  • For each UCM-enabled record type:
    • Which state type does each state map to? You must map each state to one of the four UCM state types: Waiting, Ready, Active, Complete.
    • Which default actions are you using to transition records from one state to another?
    • Which policies do you want to enforce? The integration includes policies that you can set to enforce certain development practices. You can also edit the policy scripts to change the policies.