Syteline WorkflowSyteline Workflow

WORKFLOW

OVERVIEW

What is Workflow?What is Workflow?

Knowledge managementDocument managementCollaboration

All terms referring to a WORKFLOW

Workflow Overview (cont)Workflow Overview (cont)

Workflow is E-mail BasedWorkflow is an electronic tool used to

automate business processesThe process can be as simple as circulating

informationOr as complex as routing many documents

to several users from multiple departments for a response

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

Workflow Overview (cont)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

Workflow Overview (cont)Workflow Overview (cont)

Tasks Within Workflow allow you….Tasks Within Workflow allow you….

FYI - Send information to many people simultaneously.

Response - Request information from recipients.

Loop - Return to a previous stepSplit Path - Create a parallel series of steps

to process concurrently

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

Tasks Within Workflow allow you….Tasks Within Workflow allow you….

Workflow allows you to do...Workflow allows you to do...

On The Fly Editing - Change or add a step while flow is active

Delegate a task to another recipientEscalate a task if not responded to in an

preset amount of timeEliminate Bottlenecks or Inefficiencies

within your organization.

Planning GuidelinesPlanning Guidelines

1. Select the steps that create the template2. Decide who receives the flow3. Determine how responses lead to other steps4. Additional Documents Required?5. Determine If You Should Notify Yourself

When a Step Completes6. Determine When a Response is Due7. Security Considerations

Tips for Creating WorkflowsTips for Creating Workflows Use the FYI step to keep users notified during a

flow’s 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.

Workflow BenefitsWorkflow 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

Any Questions ? ? ?

Thank YouThank You

Steven FerilSteven Feril steven.feril@shopfloorexperts.com ph. 615-429-0552 fax 208-979-8043ph. 615-429-0552 fax 208-979-8043