Workflow management rules form the foundation of your workflow. With the right tools, you can streamline tasks, predict bottlenecks, and automate recurring tasks. However, even the best-designed plans can be scuppered by unplanned events or employee mistakes. A workflow management system can alert you to problems before they turn into serious issues and help you avoid lasting damage by resolving them quickly.
Depending on the level of your workflow’s complexity, there are a variety of workflows. Sequential workflows are comprised of a sequence of steps that have to be performed in order. A step cannot begin until the preceding step is completed. State-machine workflows require input from multiple team members, and typically are repeated until the task is completed. Rules-driven workflows are sequential, but have additional rules that https://managingworkflow.org/2022/05/12/collaboration-during-all-business-processes-with-data-room-services/ are usually created as conditional “if this is the case, then this” statements. Parallel workflows perform a variety of tasks simultaneously, advancing them toward completion.
Zoho’s Workflow application to create and configure rules that will monitor and perform any action in accordance with specified conditions. You can even send automatic email notifications to the person who submitted and the approver of a record when the rule is triggered. A workflow rule can be used to change field values automatically.
If you’re creating workflow rules for records, be sure that your approval and assignment procedures are properly set up to avoid conflicting assignments. You might want to assign different approvers for incidents based on their severity. high severity vs. low severity incidents). You can look for conflicting rules by reviewing the log of workflow rules, which you can access if you have the Manage Workflow Rules permission or have the system logs permission activated.