Control of tasks in workflows

There are several ways to direct tasks through the workflow. At times you have to configure the control in Profit in advance.

Description

Before you start recording workflows, you first map out your business processes and determine how you are going to configure them. You can using your company's ISO manuals as the basis for this.

A workflow appears as a task in the tasks overview of one or more users. In InSite, this is the My tasks view. Where the workflow goes next, depends on the responsibilities that you have linked to the workflow tasks. In a task, you select the person for whom the task is intended (who must complete the task).

You can assign a workflow task using:

• Manual control

  The user submitting the dossier item (and the user the task is sent to) can select another user to complete the task.

• Roles

  By default, a number of basic roles are available to be assigned to tasks in the workflow. In addition to the basic roles, you can also assign the workflow to the roles for direct colleagues, managers and substitutes for the managers of the employee in question.

• Authorisation groups

  You group the users in user groups. Each user can be a member of several user groups.

• Responsibilities, linked in the organisation chart

  You can steer the workflow depending on the responsibility of an employee.

Thus you can use a different control method for each task in the workflow.

Procedure

• Groups

  You group the users in user groups. Each user can be a member of several user groups.

• (Basic) roles for workflows

  By default, a number of basic roles are available to be assigned to tasks in the workflow.

• Manager and/or direct colleague in a workflow

  You can have tasks in the workflow assigned automatically to direct colleagues, managers and substitutes of managers of the employee in question. The organisation chart is used to determine who the managers and direct colleagues are.

• Substitution of an employee in a workflow

  If the user has a leave entry or an absence entry that includes the date, a task becomes active, you want the task to be completed by a substitute.

• Manual control

  The user submitting the dossier item (and the user the task is sent to) can select another user to complete the task.

• Responsibilities

  You can control the workflow based on the responsibilities of an employee. If certain tasks and responsibilities are the responsibility of the middle management of your organisation, then workflows relating to an employee must be sent to the employee's manager for review or completion. For these workflows, you use a responsibility as the destination. In Profit, you can add responsibilities yourself and link them to an organisational unit in the organisation chart.