Workflow management rules are the core of your workflow. You can automatize repetitive tasks, identify bottlenecks, and streamline your work with the appropriate tools. However, even the best laid plans can be scuppered by unexpected events or employee missteps. A workflow management system can alert you to issues before they develop into complete problems and help to avoid harm by resolving them quickly.
Depending on the complexity of your workflow, there are various types. Sequential workflows consist of a series of steps that must be executed in order. One step is not able to begin until the preceding one is completed. State-machine workflows require input from several team members and usually go back and forth until the task is completed. Rules-driven workflows are a sequential process, but have additional rules that are usually constructed as conditional “if this is the case, then that” statements. Parallel workflows are designed to accomplish several tasks simultaneously.
With Zoho’s workflow software, you can create and configure rules to monitor and then execute the outcome of any record, based on certain conditions. You can even send automated email notifications to the submitter and an approver of a document when the rule is activated. A workflow rule can be used to change field values automatically.
If you are creating workflow rules for records, make sure that your approval and assignment procedures www.managingworkflow.org/2020/04/01/how-to-manage-your-workflow-more-effectively-using-a-data-room/ are properly set-up to avoid conflicts in assignments. For instance, you might choose to assign a different approver for each incident record based on their severity (e.g. High severity incidents vs. low severity incidents). You can check if there are any conflicts between rules by viewing the log of workflow rules. The log is accessible when you have Manage Workflow Rules or the more extensive system logs enabled.