Workflow management guidelines are the heart of your workflow. You can automatize repetitive tasks, identify bottlenecks and streamline tasks with the right tools. Even the best laid plans can be derailed by unexpected events or employee mistakes. A workflow management system can alert you to problems before they turn into serious issues and help you to avoid harm by resolving them quickly.
Depending on the level of your workflow’s complexity, there are many types. Sequential workflows comprise a series of steps that have to be performed in a sequential order. One step cannot begin until the previous step is complete. State-machine workflows require input from a variety of team members and are typically iterative until the project has been completed. Rules-driven workflows are sequential but have additional rules that are usually created as conditional “if this, then that” statements. Parallel workflows perform a variety of tasks simultaneously to move towards completing.
With Zoho’s workflow software, you can design and set up rules to monitor and determine the outcome of any record based upon specified conditions. You can send automated emails to the person who submits or approves of the record when the rule is activated. A workflow rule can be used to change field values automatically.
If you’re creating workflow rules for records to be followed, make sure that your approval and assignment processes are set-up correctly to avoid conflicts in assignments. For instance, you may want to assign a different approver for incidents based on their severity (e.g. High severity incidents vs. Low severity incidents You can look for conflicts between rules by viewing the workflow rule log which is accessible if you have the Manage Workflow Rules permission or have the system logs permission activated.
https://managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/
