Workflow management rules are the basis of your workflow. With the proper tools, you can streamline tasks, predict bottlenecks, and automate recurring tasks. Even the best laid plans can be derailed by unplanned events or mistakes by employees. A workflow management system can help you identify problems before they become complete problems and help to avoid damage by resolving them quickly.
There are different types of workflows, based on how complex your workflow is. Sequential workflows consist of a series of steps that have to be performed in a sequential order. One step can’t start until the previous one is complete. State-machine workflows require input from multiple team members and usually are repeated until the task is completed. Rules-driven workflows follow a sequence but they also incorporate additional rules. These are usually designed as conditional statements, such as “if this then that”. Parallel workflows tackle a series of tasks simultaneously to move them towards completion.
With Zoho’s workflow application, you can design and set up rules to monitor and execute the results of any record based on specific conditions. You can send automated emails to the person who submitted or the approver of the record when the rule is activated. You can also update specific field values by using the help of a workflow rule.
If you’re creating workflow rules for records, ensure that your approval and assignment processes are properly set up to avoid conflicts in assignments. You may decide to assign different approvers for incident records depending on their severity. High severity incidents as opposed to. incidents with low severity). It is possible to determine whether there is a conflict between rules by looking at the log of workflow rules. The log is accessible when you’ve got Manage Workflow Rules or https://managingworkflow.org/ the larger system logs enabled.