Understanding Workflows Presented By: Graham O’Bray CPA CGA
Understanding Workflow Agenda WhatWhy Workflow in Action Getting Started Questions
Understanding Workflow
System Setup To get and Web Services setup
Understanding Workflow Workflow Maintenance Select Workflow type and assign manager
Understanding Workflow Workflow Options Notifications, Options, Overdue tasks
Understanding Workflow Workflow Steps Used to determine rules and flow for workflow
Understanding Workflow Workflow Conditions Set criteria for workflow steps
Understanding Workflow Payables Transaction Entry / Approval Submit from window and approval from window
Understanding Workflow Approval Sent to Approver for approval, rejection, delegation and review
Understanding Workflow Workflow Calendar For workflow task due date
Understanding Workflow Delegation Window Manager on vacation? Auto delegate workflows
Understanding Workflow Things Graham talked about WhatWhy Workflow in Action Getting Started Questions