Workflow Templates Overview
FileHold allows library administrators to create pre-defined
workflow templates and associate these templates with the different types
of documents (also called document schemas) managed by the library. For
example a ‘Travel Expense Approval’ workflow template would
most likely be associated with the Expense Report document schema. This
means that as end users add Expense Report documents to the library they
will have the option to quickly initiate ‘Travel Expense Approval’
workflows with routing, tasks and due dates specifically tailored for
the approval of expenses. Use the following link to learn more on associating
workflow templates with document schemas.
Use the following link to learn more on managing
document schemas.
Library administrators are able to provide a range of flexibility for
the initiator when define the activities, participants, tasks and other
properties of a workflow instance. This ranges from a 100% pre-defined
workflow template that the initiator cannot modify - to ad-hoc workflows
that are 100% defined by the initiator.
In the following below example the order processing, purchase
request and travel expense document types have pre-defined workflow templates
associated with them with a unique number and sequence of review or approval
activities. For marketing documents that are added to the library initiators
need to be able to define workflows in an add-hoc fashion to accommodate
the variety of different review scenarios that occur in the marketing
department.
Use the following link to learn more about setting
up workflow templates.
|
