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Introduction to workflows
Introduction to workflows
Edouard Goutay avatar
Written by Edouard Goutay
Updated over a week ago

A workflow consists of a series of tasks, each representing a step in the associated business process. There are several types of tasks, each with a specific function to facilitate process management. This article explains what a workflow is, the different types of tasks available in workflows, and what a workflow model is. Examples:

  • document signature and validation circuits

  • change requests (ECR) and change tracking (ECO) on products

  • distribution and impact studies

  • ...

Define a workflow

💡 A workflow is a sequence of tasks representing a business process. A model is a template that can be used to create workflows quickly without having to recreate all the steps.

To represent a business operation, a workflow template must be constructed that defines the sequence of actions to be taken to complete the process.

Users then create workflows that are instances of this model and that allow the described business process to be executed.

Here is an example of a workflow template describing a document signing and validation process:

In this example, the tasks are dependent on each other. The document checker will not be able to sign before the writer.

Tasks

💡 A (basic / signature) task is an action to be performed by a contributor in a workflow.

Workflows are a sequence of tasks that can be assigned to different users of the application. Each user will then find the work they have to do in the application's home page or in the Tasks page accessible through the menu at the top under the heading Workflows.

Classic Tasks

Classic tasks are used to represent an action whose completion must be declared by the user. These tasks are manual and require human intervention to be marked as completed. They are ideal for actions that require supervision or manual validation.

Digital Signature Tasks

Digital signature tasks allow for the digital signing of the revision of the object associated with the workflow. These tasks are essential for ensuring the authenticity and integrity of documents. They are particularly useful in processes requiring legal or official validation.

Automatic Validation Tasks

Automatic validation tasks allow for the automatic validation of the revision associated with the workflow. If necessary, they can also mark the previous revision as obsolete. These tasks are configurable when creating the task in the model and allow Aletiq to intelligently apply the instructions, thus avoiding manual intervention by users.

Automatic Distribution Tasks

Automatic distribution tasks allow for the automatic distribution of signed and validated deliverables to a group of recipients. These tasks are also configurable and allow Aletiq to intelligently apply the instructions, thus avoiding manual intervention by users. They are particularly useful for the mass distribution of important documents.

What about security ?

💡 The person responsible for a workflow is the creator of the workflow.

The person responsible for a task is the only one authorised to carry it out. This means there is no risk of people bypassing procedures or skipping important steps.

If several people are assigned to a task, they can all validate it, but only one validation is required.

Finally, it is always possible for an administrator to unblock a workflow if, for example, the person responsible for an urgent task is on leave.

To find out more, these articles may be of interest to you

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