Workflow management rules are the basis of your workflow. With the appropriate tools, you can reduce tasks, anticipate bottlenecks and automate routine activities. Even the best laid plans can be ruined by unplanned events or mistakes by employees. A workflow management system can alert you to issues before they develop into full-blown problems and help you prevent lasting damage by quickly resolving them.
Based on the nature of your workflow, there are many types. Sequential workflows consist of a series of steps that must be completed in order. A process can’t begin until the previous one is completed. State-machine work flows require input from multiple team members and are often iterative until the project has been completed. Rules-driven workflows follow a chronological format but they also incorporate additional rules. They are typically constructed as conditionsal statements, for example “if this then that”. Parallel workflows perform a variety of https://managingworkflow.org/2021/12/06/business-process-optimization-pros/ tasks at the same time to move them toward completion.
Zoho’s Workflow application to create and set up rules to monitor and perform any action on the basis of specific conditions. You can even send automated email notifications to the person who submitted and the approver of a record when the rule is activated. You can also update specified field values with the help of a workflow rule.
If you are building workflow rules for records, make sure that your approval and assignment procedures are properly set up to avoid conflicts in assignments. You may decide to assign different approvers for incident records based on their severity. high vs. low severity incidents). You can look for conflicts between rules by looking at the workflow rule log, which is accessible to you if have the Manage Workflow Rules permission or have the system logs permission.
