Workflow Management

The following tutorial outlines how to manage a workflow

WorkFlow consists of a sequence of connected steps. The sequence of steps are the processes through which a piece of work passes from initiation to completion. It can be created by any kind of user, and can be assigned to any other user in their Group. Workflow is used to show the status of a project/assignment.

Creating a WorkFlow

Working Flow can be created from My Cabinet. Any Binder/File can be assigned to a User by any other User. As you post a workflow to a user, the workflow status would be Assigned by default. The WorkFlow status can be changed to Cancelled, Complete, or Closed by the User who assigned the workflow, and the User who is assigned a Binder/File, can change the status of the worklow to More Info, In Process, or Submitted. Have a look at the Figure, to get a better knowledge about the WorkFlow

My WorkFlow

A WorkFlow can be managed or viewed from WorkFlow --> My WorkFlow. All the WorkFlow Assigned to a User can be view here, with all the details, and history. A User can view the current status of the WorkFlow and also download the file that has been assigned through My WorkFlow

Only the Users assigned to a WorkFlow and the Assignment administrator can view the WorkFlow of that assignment. Other Users are excluded from that WorkFlow.

Workflow Management

Creating a WorkFlow

My WorkFlow

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