Design a new workflow

1 High level understand about workflow

High leve understanding

Simple leave application form and approval

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