Syteline Workflow

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Syteline Workflow

• WORKFLOW
• OVERVIEW

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What is Workflow?

• Knowledge management
• Document management
• Collaboration
• All terms referring to a WORKFLOW

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Workflow Overview (cont)

• Workflow is E-mail Based
• Workflow is an electronic tool used to automate
  business processes
• The process can be as simple as circulating
  information
• Or as complex as routing many documents to
  several users from multiple departments for a
  response

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Workflow Overview (cont)

• Workflow involves the routing of information to
  individuals based on a set of rules
• Allowing individuals to respond to this
  information and cause SyteLine Transactions to
  occur based on their response

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Workflow Overview (cont)

• Workflow allows visualization of processes
  throughout an organization
• Workflow allows real time responses to real
  world events
• Workflow allows you to closely track the status
  and progress of active workflows throughout the
  organization

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Tasks Within Workflow allow you.

• FYI - Send information to many people
  simultaneously.
• Response - Request information from recipients.
• Loop - Return to a previous step
• Split Path - Create a parallel series of steps to
  process concurrently

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Tasks Within Workflow allow you.

• Milestones - Specify text to display in the
  Exchange Folder
• Launch - Start another flow using a different
  template
• Custom Roles - Distribute tasks to individuals or
  departments that are not known until you run the
  flow

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Workflow allows you to do...

• On The Fly Editing - Change or add a step while
  flow is active
• Delegate a task to another recipient
• Escalate a task if not responded to in an preset
  amount of time
• Eliminate Bottlenecks or Inefficiencies within
  your organization.

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Planning Guidelines

• Select the steps that create the template
• Decide who receives the flow
• Determine how responses lead to other steps
• Additional Documents Required?
• Determine If You Should Notify Yourself When a
  Step Completes
• Determine When a Response is Due
• Security Considerations

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Tips for Creating Workflows

• Use the FYI step to keep users notified during a
  flows progress
• Try to use the number of days and hours rather
  than actual dates and times when setting when a
  response is due. Allowing you to easily reuse
  templates.
• Use Custom Roles whenever feasible to ensure
  flexibility in your workflow.
• During testing and startup Consider logging
  your flows
• Use Milestones To keep participants notified.

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Workflow Benefits

• Gain Control of Business Processes
• Streamline Business Processes
• Increase Speed of Business Processes
• Audit Trails of Processes and Database Tables
• Extend Business Processes beyond Enterprise
• Improve Internal and External Communications

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Thank You
Any Questions ? ? ?
Steven Feril steven.feril_at_shopfloorexperts.com
ph. 615-429-0552 fax [phone]