Workflow Process
Introduction
The workflow process is a set of steps through which information flows in sequence and the workflow roles which derives the actors are assigned to a step to complete the work defined for that level. The states of each level are derived based on the information received from the previous step.
Data Table
1
Create and Approve
Approved
Assistant
NA
2
Forward
Pending for Approval
Assistant
NA
3
Pending for Approval
Verify and Approve
Approved
Supervisor
NA
4
Pending for Approval
Save
Pending for Approval
Supervisor
NA
5
Pending for Approval
Reject
Rejected
Supervisor
NA
6
Pending for Approval
Send Back to Assistant
Rejected for Review
Supervisor
NA
7
Rejected for Review
Forward
Pending for Approval
Assistant
NA
8
Rejected for Review
Cancel
Rejected
Assistant
NA
Data given in the above table is sample data.
Procedure
Data Definition
1
Current State
Text
256
Yes
The Current State indicates the stage at which the process of the workflow in progress
2
Action
Reference
64
Yes
The Action indicates the activity that can be performed at the respective stage in the workflow. This refers to Workflow Actions
3
Next State
Text
256
Yes
The Next State is the state in the workflow that gets updated to in the respective stage on performing the action. (Example: assigning the for approval from one person to next person)
4
Role Name
Reference
64
Yes
The role is the different hierarchy of people with designation who are authorized to initiate, approval or rejecting the process. It refers to Workflow Levels
5
SLA
Integer
2
No
The SLA indicates the time-frame within which the action to be completed
Step to fill data
Download the data template attached to this page.
Have it open and go through all the headers and understand the meaning of them by referring 'Data Definition' section.
Make sure all the headers, its data type, field size and its definition/ description is understood properly. In case of any doubt, please reach out to the person who has shared this document with you to discuss the same and clear out the doubts.
Start filling the data starting from serial no. and complete a record at once. repeat this exercise until the entire data is filled into a template.
Verify the data once again by going through the checklist and taking care of each and every point mentioned in the checklist.
Checklist
The checklist is a set of activities to be performed once the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
Common Checklist
This checklist covers all the activities which are common across the entities.
Entity Specific Checklist
Please discuss with a relevant department head before finalizing the workflow.
Attachments
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