Difference between revisions of "Workflow"

Revision as of 14:47, 16 July 2012

Overview

With this module you can add steps to uploaded documents

Add workflow process (For workflow administrators)

The administrators of the workflow module can create "Workflow processes".

Below is described how this works:

Create workflow processes

1. Go to the "Workflow" tab inside Group-Office.
2. Click on the "Administration" button.
3. The "Workflow process" grid will be showed in a new window. Click on "Add" to start creating a new workflow Process.
4. Fill in a name for the new workflow process and click on "Apply" to save it. (After you have clicked on "Apply" the other tabs ("Steps", "Permissions") will be enabled.
   1. In the "Steps" tab you can add the required steps that need to be followed in this workflow process. (See "Add steps to workflow processes" for an explanation)
   2. In the "Permissions" tab, you can set the permission for who can administer this particular workflow process.

Add steps to workflow processes

To add a step in a workflow process you need to go to the "Edit workflow" window. Go to the "Workflow" tab inside Group-Office.

1. Click on the "Administration" button.
2. The "Workflow process" grid will be showed in a new window. Doubleclick on an existing workflow process or click on "Add" to start creating a new workflow Process.
3. Click on the "Steps" tab.
4. To add a new step click on "Add", if you want to edit an existing step double click on it.
5. In the step edit window fill in the fields.
   • Name: This is the Name/Label for the current step.
   • Description: Here you can add a short description so you can clarify this step to the users.
   • Due in (hours): Here you need to fill in how long this step will take. (The number of hours)
   • Email alert: If you enable this checkbox, every Authorized user will get an email when the workflow process is starting with the current step. (So they are notified by email that there is an step for them to take a look at)
   • Popup alert: If this one is enabled the authorized users will get a reminder automatically for the current step.
   • Approve needed by all: With this checkbox you can toggle if every or just one authorized user needs to approve the current step.
6. If you have filled in all the fields, click on "Apply" to save the Step.
7. Now the "Authorized groups" and "Authorized users" tabs will become available.
   • Authorized groups: Here you can add the groups that can authorize this step.
   • Authorized users: Here you can add individual users that can authorize this step.

Note: If you have checked the "Approve needed by all" checkbox in the "Properties" panel then every user in the Groups ans in the Users tab needs to approve this step.