3 Design a new workflow
1 High level understand about workflow
A workflow is a business process/approval flow which include a data form and a approval flow
Form is used to collect essential data from user, but some basic information could get from system directly
Workflow is help to flow the form to each approver, reviewer, manager to check, verify and confirm. There are 2 different workflow, fixed and free flow
Fixed - follow company policy, only all the relevant approver approved, then workflow will end and archived
Free - for some requests, there is no clear company policy, so requester could fill in all relevant approver, if some approver need other’s input, they could forward the workflow to others as well
2 To design new workflow, you need login to e-office 11.0, and find the workflow from the menu
3 Below screen will display, workflow menu
New request - initial new approval flow
Pending - check all workflow require user’s review/approval/verification
Processed - all workflow approved/reject by user
My request - check all workflow initialled by user
Delegation - Delegate your approval/review permission to others in a period
Monitor - Monitor workflow status, process and terminate the workflow
Form design - design new data collect form
Workflow design - design approval flow for different use scenarios
Category - define workflow category by department/use scenarios
Last updated
