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Workflows

Overview​

A workflow is a pre-configured series of steps or tasks that are done to complete a specific goal or process. A workflow creates the path of how the work flows and is tracked through a system from its initiation to completion. The key building blocks in a workflow include:

  • Who: teams, systems, people responsible for tasks
  • What: tasks or steps to take; referred to as ‘Action Request nodes’ in Docwize
  • When: the sequence of the tasks
  • How: rules and conditions that direct how the workflow unfolds (e.g. approvals, rejections, corrections)
  • Dependencies and Results: information and/or resources that are needed as well as the outcomes of each step; referred to as ‘Inputs’ and ‘Outputs’