Workflow management rules are the core of your workflow. With the visit homepage appropriate tools, you can streamline tasks, predict bottlenecks and automate routine activities. However, even the most well-planned plans can be blunder by unplanned events or employee mistakes. A workflow management system can identify potential problems before they turn into major issues and assist you in avoiding permanent damage by resolving these issues quickly.
There are a variety of workflows, based on how complicated your workflow is. Sequential workflows are a series steps that have to be completed in order. One step cannot begin after the previous one has been completed. State-machine workflows require input from several team members and are typically iterative until the task is completed. Rules-driven workflows are a sequential process, but include additional rules, typically created as conditional “if this is the case, then this” statements. Parallel workflows are designed for completion of multiple tasks at the same time.
With Zoho’s workflow software you can build and configure rules that monitor and control the results of any record based on specific conditions. You can send automated emails to the submitter or approver of the record when the rule triggers. A workflow rule can be used to update field values automatically.
If you’re creating workflow rules at the record level, be sure that your approval and assignment processes are in place to prevent conflicting assignments. You may choose to assign different approvers for incident records based on the severity of the incident (e.g. High severity incidents or. incidents of low severity). You can check for conflicts between rules by viewing the workflow rule log which is accessible to you if have the Manage Workflow Rules permission or have the wider system logs permission.
