Workflow management rules form the core of your workflow. With the proper tools, you can streamline tasks, predict bottlenecks and automate routine activities. But even the best-laid plans can be blunder by unexpected events or errors by employees. A workflow management system can identify potential problems before they turn into major issues and help you avoid permanent damage by resolving these quickly.
Based on the nature of your workflow, there are a variety of workflows. Sequential workflows are comprised of a sequence of steps that have to be performed in order. A step isn’t able to begin until the preceding step is complete. State-machine work flows require input from multiple team members and are often repeated until the task has been completed. Rules-driven workflows are ordered but include additional rules, typically designed as conditional “if this is true, then that” statements. Parallel workflows are designed to complete several tasks at once.
You can use Zoho’s Workflow software to design and configure rules that will monitor and process any record according to specified conditions. You can send automated emails to the person who submits or approves of the record if the rule is activated. A workflow rule can be used to update field values automatically.
If you’re creating workflow guidelines at the record level, make sure that your approval and assignment procedures are set up properly to avoid conflicting assignments. You might choose to assign different approvers for incidents based on the severity of the incident (e.g. High severity incidents or. incidents with low severity). You can see whether there are any conflicts between rules by viewing the log of workflow rules. This log is available in the event that you have Manage Workflow Rules or the wider system logs enabled.
https://managingworkflow.org/2020/03/25/workflow-management-efficiency-and-software/
