Workflow management rules are the core of your workflow. With the right tools, you can streamline tasks, predict bottlenecks, and automate repetitive activities. Even the best laid plans can be undermined by unexpected events or errors by employees. A workflow management system can help you identify problems before they turn into complete problems and help to avoid permanent damage by solving them quickly.
Depending on the degree of complexity of your workflow there are several types. Sequential workflows consist of a series of steps that have to be performed in order; one step cannot begin until the preceding step is complete. State-machine work flow processes require input from multiple team members and are often iterative until the project is completed. Rules-driven workflows are sequential but contain additional rules, usually designed as conditional “if this is the case, then this” statements. Parallel workflows are designed to tackle a set of tasks simultaneously to move them toward completion.
With Zoho’s workflow application, you can design and set up rules to monitor and execute the outcome of any record based upon specified conditions. You can send automated emails to the person who submits or approves of the record when https://managingworkflow.org/2021/12/06/business-process-optimization-pros/ the rule is activated. You can also make it automatic to update the field’s values using a workflow rule.
If you’re developing workflow rules at the record level, be sure your assignment and approval processes are in place to prevent conflicting assignments. You might decide to assign different approvers for incident records based on the severity of the incident (e.g. High severity incidents vs. incidents of low severity). You can check whether there are conflicts between rules by looking at the log of workflow rules. The log is accessible when you have Manage Workflow Rules or the wider system logs enabled.