Workflow management rules form the foundation of your workflow. With the right tools, you can simplify tasks, identify bottlenecks, and automate repetitive tasks. But even the best-laid plans can be tangled by unexpected events or employee missteps. A workflow management system will alert you to potential problems before they become serious issues and can help you avoid permanent damage by resolving these quickly.

There are different types of workflows, based on how complicated your workflow is. Sequential workflows are a sequence of steps that must be performed in a sequential manner. The first step cannot start until the previous step is completed. State-machine workflows require input from several team members, and typically go back and forth until the task is completed. Rules-driven workflows are sequential but include additional rules, typically created as conditional « if this is the case, then that » statements. Parallel workflows are designed to complete multiple tasks at the same time.

With Zoho’s workflow software you can build and configure rules that monitor and control the outcome of any record based on specified conditions. You can even send automated email notifications to the submitter and approver of the record when the rule is activated. A workflow rule can be used to update field values automatically.

If you are creating workflow rules for records, ensure that your approval and assignment processes are properly set up to avoid conflicting assignments. You may choose to assign different approvers to incidents based on the severity of the incident (e.g. high severity vs. low severity incidents). You can check for conflicting rules by reviewing the workflow rule log, which you can access if have the Manage Workflow Rules permission or have the wider system logs permission.

https://managingworkflow.org/2020/03/25/workflow-management-efficiency-and-software/