Workflow Design Process

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Workflow Design Process

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Workflow processes can be designed to incorporate the most effective ways of completing business tasks. You can evaluate your current practices and determine how you can improve or standardize them before you design workflow processes.

 

When you create a workflow process, the product directs records through paths that you specify. When you design a process, be sure to consider what can happen at each decision point and include all the paths that a record can take. You could begin your workflow implementation with simple processes. You can always build in more complexity in a later revision.

 

To design optimum workflow processes, consider the following guidelines:

When designing processes, consider when you want the business document to generate notifications. The document can generate notifications when the following events occur in a process:

oA document reaches a working place.

oA document leaves a working place

oTask assignments are made

 

When designing processes, consider about data validation. A process could reach a working place that evaluates data on the record and that data could be missing from the record.

 

Gather the following implementation information for use when designing your workflow processes:

Research the applications that your enterprise has implemented.

Determine the types of records for which you use the software.

Find out if the system has been configured to generate records, such as inventory reorder records, purchase orders, and scheduled payment invoices.