📍 Workflow models can be used to standardize business processes (e.g. document validation, impact analysis, range modification, etc.). Once created and validated, a template can be used by users (with managerial roles only) to create a workflow.
The different workflow tasks
Manual tasks
✔️ Task: simple follow-up task with To Do, Completed or Rejected status.
🔲 Form: task for collecting information (text, single or multiple choice, etc.)
✒️Signature: task for signing the draft revision linked to the workflow
Automated tasks
✅ Validation: automatic change of revision status from draft to validated, change of previous revision to obsolete
📨 Distribution: automatic notification to one or more user lists - distribution lists are defined in Aletiq administration
Workflow structure
🔀 Decision: based on information entered in a form, set up conditions to guide processes
⏸️ Parallel block: tasks can be parallelized on the same condition.
Access workflow templates
The site's workflow templates can be accessed from the Templates page:
Creating a workflow template
You can automate the approval process of a document or part revision - known as a workflow object. Selecting an object automatically links the document or part revision to the workflow and its component tasks.
To create a template, specify Name, Object and Workflow Name
Example 1: Document validation circuit
Creating a single or signature task
Click
+to create a first task: a list appearsSelect the desired task type
Then open the task to add one or more task managers, a deadline and a manager
Close the window
Revision validation and distribution
Add a Validation task to automate object revision status management:
change from draft to validated
change from previous revision to obsolete
Add a Distribution task, select one or more distribution lists and users
Manage refusals
Click on If denied then drag and drop to direct the workflow to a given task
The user specifies the nature of the refusal in a dedicated field, and the workflow creator is notified.
Example 2: Document validation with impact analysis
Creating a form
For an impact analysis, forms can be created to collect information of various kinds: text, single or multiple choice, date, user, number, etc.
Set up conditional branches
Conditional branches can be created to trigger differentiated workflows based on data entered in a form.
Parallelizing tasks
Use the Parallel Block feature to launch tasks in parallel
Make the model accessible to management users
Validating the workflow model makes it usable for creating workflows