Workflows
The Workflows page provides an overview of approval workflows predefined in the Admin: Workflows module, where administrators can configure approval structures, and assign approvers and reviewers.
By associating workflows with organizational units and modules, users a structured approval process, enhancing compliance and efficiency.
Overview
Workflow Table displays list workflows, which contain steps and actors.
- Flow Name: Shows the name of each flow.
- Active Slider: Allows users to activate or deactivate the flow using a slider, a non-default flow can't be deactivated.
- Org Units: shows Any or number of selected companies for the workflow.
Steps
Steps within workflows define the path of a document approval flow.
- Step Details: Each step has a name, a type, and a slider for activation status.
Step types include:
- Ordered: The request moves through each approver in sequence. All approvers must approve in order. If one rejects, the entire step is rejected. Approvers can be reordered within this step type.
- Not Ordered: All approvers receive the request at the same time. If any approver rejects, the step is rejected.
- At Least: All approvers receive the request simultaneously, but only one approval is needed to approve the step. If one rejects, the entire step is rejected.
Workflow Step Actors
- Actor Details: Actors in each step have a name, type, and a slider for activation status.
- Approvers: Approvers receive notifications and the request appears in the module's Pending Approval dashboard. They have the option to approve or reject the request.
- Reviewers: Reviewers receive notifications and the request appears in their dashboard for review. Upon opening the request, their review is noted, and the approval flow moves to the next step.