Workflow management rules are the core of your workflow. You can automatize repetitive tasks, anticipate bottlenecks and simplify tasks with the appropriate tools. However, even the best laid plans can get tripped up by unexpected events or errors by employees. A workflow management system can help you identify problems before they turn into complete problems and help prevent lasting damage by quickly resolving them.
Based on the degree of complexity of your workflow there are various types. Sequential workflows consist of a series of steps that have to be completed in order. One step cannot begin after the previous one has been completed. State-machine work flows require input from several team members and are often repeated until the job is completed. Rules-driven workflows follow a chronological format however, they can also incorporate additional rules. These are usually designed as conditionsal statements like “if this, then that”. Parallel workflows are designed to complete a number of tasks simultaneously.
With Zoho’s workflow program, you can create and modify rules to monitor and execute the results of any record based on specified conditions. You can even send automatic email notifications to the person who submitted and the an approver of a document when the rule is triggered. You can also automatically update fields with the use of workflow rules.
If you’re creating workflow guidelines at the record level, be sure that your approval and assignment procedures are set up properly to avoid conflicting assignments. For instance, you may prefer to assign an approver for each incident record depending on their severity (e.g. High severity incidents as opposed to. Low severity incidents You can check whether there are any conflicts between rules when you look through the log of workflow rules. This log is available when you’ve got Manage Workflow Rules or the more extensive system logs enabled.
www.managingworkflow.org/2020/03/25/workflow-management-efficiency-and-software/