Workflow management rules form the heart of your workflow. With the right tools, you will be able to simplify tasks, spot bottlenecks and automate routine tasks. But even the best-laid plans can be blunder by unexpected events or errors by employees. A workflow management system can help you identify problems before they turn into complete problems and help to avoid permanent damage by solving them quickly.
There are a variety of workflows, based on how complex your workflow is. Sequential workflows are the result of a series of actions that must be carried out in a sequential manner. One step cannot begin after the previous one has been completed. State-machine workflows require input from several team members, and are often iterative until the task has been https://managingworkflow.org/ completed. Rules-driven workflows follow a sequential format however, they can also incorporate additional rules. They are usually constructed as conditional statements, such as “if this then that”. Parallel workflows handle a number of tasks simultaneously in order to move towards their completion.
You can use Zoho’s Workflow software to create and configure rules that will monitor and execute any record based upon specified conditions. You can even send automated email notifications to the submitter and approver of a record when the rule is triggered. You can also update fields with the use of workflow rules.
If you’re creating workflow rules for records, make sure that your approval and assignment processes are properly set-up to avoid conflicts in assignments. For example, you may prefer to assign an approver to incident records based on their severity (e.g. high severity vs. low severity incidents). You can determine if there are conflicts between rules by looking through the workflow rule log which is accessible if you have the Manage Workflow Rules permission or have the wider permission to view system logs.
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