Workflow
💡 A workflow is a sequence of tasks representing a business process.
Some customer use cases:
Validation of a CAD pt or assembly
Signing and validation of a drawing
Signing and validation of a document
Validation of a product definition
Management of ECRs/ECOs/ECN
Processing of non-conformities
Workflow model
💡 A workflow template is a preconfigured template that allows you to quickly create workflows without having to recreate the steps each time.
👤➕🔒 Only users with an Aletiq administrator licence can create or modify these templates.
Users then start workflows, which are instances of the model.
Tasks
💡 A workflow task corresponds to a step in the business process. It defines an action to be performed, either by a user or automatically, in order to move the workflow forward.
There are two types of tasks in a workflow:
1️⃣ Manual tasks
✔️ Task: a simple tracking task with the states To Do, Done, or Rejected
🔲 Form: a task for collecting information (text, single or multiple choice, etc.)
📑 Action plan: a task allowing the manager to assign specific sub-tasks to collaborators for each workflow
✒️ Signature: a task to sign the draft revision linked to the workflow
2️⃣ Automated tasks
✅ Validation: automatically changes the draft revision status to validated and marks the previous revision as obsolete
📨 Distribution: automatically notifies one or more user lists — distribution lists are defined in Aletiq administration
Workflow structure
🔀 Decision: based on the information entered in a form, conditions are set to guide the workflow
⏸️ Parallel block: allows tasks to run in parallel under the same condition
Summary
Administrator and manager licences can initiate a workflow.
Only the administrator can create, modify, or delete a workflow model.
Each task has one or more assignees.
If multiple contributors are assigned to a task, the first to complete it moves the workflow to the next step.
A user cannot complete another user’s task, except the admin to resolve a blockage.
Viewers can only provide an electronic signature within a workflow.
You can choose to lock the workflow object on the current task to prevent overwriting a revision.
When a workflow is in progress, the active task is visible directly from the object's detail pane. An indicator to the right of the revision status signals the workflow; clicking on it takes you to the current task.
Learn more