OpenText Workflow Service - OpenText Product Traceability Integration and Automation

Common Integration Use Cases Between OpenText Workflow Service and OpenText Product Traceability

1. Product genealogy exception handling and escalation

Direction: OpenText Product Traceability - OpenText Workflow Service

When Product Traceability detects a missing lot, incomplete genealogy, or an out-of-sequence production event, it can automatically create a workflow case in OpenText Workflow Service. The workflow routes the exception to quality, operations, and supply chain teams for review, approval, and corrective action. This reduces manual follow-up, shortens investigation time, and improves compliance with traceability requirements.

2. Nonconformance and deviation approval workflow

Direction: OpenText Product Traceability - OpenText Workflow Service

If a batch, component, or finished good fails traceability validation or is linked to a deviation event, Product Traceability can trigger a structured approval workflow. OpenText Workflow Service manages review steps for QA, production supervisors, and regulatory stakeholders, including disposition decisions such as rework, quarantine, or scrap. This creates a controlled audit trail and speeds up release decisions.

3. Recall coordination and task orchestration

Direction: OpenText Product Traceability - OpenText Workflow Service

When a recall or market withdrawal is initiated, Product Traceability can provide the affected lot, shipment, and customer impact data to OpenText Workflow Service. The workflow then assigns tasks to regulatory affairs, customer service, logistics, and plant teams to execute notifications, block shipments, and confirm containment actions. This improves recall response speed and ensures accountability across departments.

4. Traceability record review and approval

Direction: OpenText Product Traceability - OpenText Workflow Service

Product Traceability can send completed production or batch traceability records to OpenText Workflow Service for formal review and sign-off. The workflow can route records to supervisors, QA reviewers, and compliance approvers before archiving or release. This supports controlled record approval, reduces manual routing, and strengthens audit readiness.

5. Supplier material issue investigation

Direction: OpenText Product Traceability - OpenText Workflow Service

When traceability data shows a suspect raw material lot, Product Traceability can launch a supplier investigation workflow. OpenText Workflow Service coordinates internal review, supplier communication, evidence collection, and corrective action tracking. This helps procurement, quality, and supplier management teams resolve material issues faster and maintain supply continuity.

6. Production hold and release management

Direction: Bi-directional

Product Traceability can flag a lot or order for hold based on genealogy gaps, contamination risk, or missing source data, while OpenText Workflow Service manages the release approval process. Once the required checks are completed, the workflow can update Product Traceability to release the hold or keep the item blocked. This ensures that production and warehouse teams work from the same controlled status.

7. Corrective and preventive action tracking linked to traceability events

Direction: OpenText Product Traceability - OpenText Workflow Service

Traceability incidents such as repeated defects, material substitutions, or process deviations can automatically generate corrective and preventive action workflows. OpenText Workflow Service assigns owners, deadlines, and escalation steps, while maintaining links back to the original traceability event. This improves root cause management and helps organizations prevent repeat issues.

8. Audit evidence collection for regulatory inspections

Direction: Bi-directional

During audits or regulatory inspections, Product Traceability can provide product history, batch lineage, and event data, while OpenText Workflow Service coordinates the collection of supporting documents, approvals, and exception records from multiple teams. The workflow can package evidence for auditors and track completion of each request. This reduces audit preparation effort and improves response consistency.