Workflow management rules form the basis of your workflow. With the appropriate tools, you can streamline tasks, predict bottlenecks, and automate https://managingworkflow.org/2020/03/25/workflow-management-efficiency-and-software/ repetitive activities. Even the best laid plans can be disrupted by unexpected events or mistakes made by employees. A workflow management system can alert you to problems before they turn into complete problems and help to avoid permanent damage by resolving them quickly.
There are different types of workflows, depending on how complicated your workflow is. Sequential workflows are the result of a series of steps that must be performed in a sequential manner. The first step cannot start until the previous step is completed. State-machine workflows require input from multiple team members, and frequently move back and forth until the task is completed. Rules-driven workflows follow a sequential format but they also incorporate additional rules. They are typically designed as conditionsal statements like “if this then that”. Parallel workflows tackle a series of tasks at the same time to move towards their completion.
You can use Zoho’s Workflow application to create and configure rules that will monitor and execute any record according to specified conditions. You can send automated emails to the person who submitted or the approver of the record whenever the rule is activated. A workflow rule can be used to change field values automatically.
If you’re creating workflow rules at the record level, be sure that your approval and assignment procedures are set up properly to avoid conflicts in assignments. For instance, you might need to assign a different approver to incident records according to their severity (e.g. High severity incidents as opposed to. Low severity incidents You can determine whether there are conflicts between rules if you view the log of workflow rules. The log is accessible in the event that you have Manage Workflow Rules or the wider system logs turned on.