A workflow is a set of steps that represent business processes such as:
-
Reviewing and signing off documents
-
Loading published data in an integrated environment
-
Issuing documents as part of a transmittal process
Workflow steps manage each stage of the process including validation, approval, distribution, and notification. Each workflow step has a target completion date that determines when overdue notifications are sent and workflows expire.
Workflow steps can be performed in sequence or, when multiple steps can happen at the same time, in parallel.
An object can move from one workflow into another. For example, a document review and sign off workflow can be configured so that a document rejected during a review step move to a different workflow designed to address the issues found with the document. Most workflow communication with the user is performed in the To Do List, and information can be provided to the user through e-mail.