Workflow Management Introduction
Workflow Management Introduction
Workflows allow your organization to track business process information alongside documents and other content within QAction.
There are three main concepts that are important to understand:
- A Task is a single action assigned to a user or group of users.
- A Workflow is a collection of Tasks, which defines which Tasks get assigned in what order.
- A Folder is a collection of data and documents related to a given Workflow. When a Workflow is launched, the system creates a Folder to tie the Workflow together with relevant documents and other data.
Each user has an Inbox, which contains tasks that the user must complete. When a task is assigned to a group or position, it appears in the Inboxes of all users in that group or position. An administrator can assign a group or position task to a specific user. Users can also search for Workflows or Folders using the relevant Tabs in the left-hand menu. Read more about the Inbox, Workflows, and Folders Tabs here.
An administrator can set up a standard Workflow for a business process or allow an assignee to apply the correct Workflow on a Folder-by-Folder basis. When authorized, the Workflow for a specific Folder can be modified after it starts.
The system can automatically launch a Workflow when a specific document type is stored. Authorized users can also launch Workflows on the fly.