Workflow Setup

PSA uses workflows to automate and centralize the business processes of an organization. A workflow defines and automates procedures and processes in an organization. The workflows are created and configured by administrators to ensure all users use the same workflow to achieve a specific result. When a workflow is implemented using a software application, it guides the users participating in the process and allows them to record their tasks at each phase of their involvement.

A workflow consists of two or more states; it always includes a well-defined initial State and one or more final States. The action that causes the workflow process to flow from one state to the next is called a Transition. Different users can be assigned to different States. Each user has certain privileges and responsibilities to move the process forward to the next State or assign it to other users. Therefore, a workflow process may transit into different States depending on the conditions set.

First, Design and create...	THEN associate the...	THEN complete the...	And Finally, the...
Expense workflow	Expense workflow and role to the user	Expense report and submit for approval	Expense Report workflow is initiated.
Invoice workflow	Invoice workflow to the user	Invoice and submit for approval	Invoice tracking workflow is initiated.
Leave Request workflow	Leave Request workflow to the user	Leave Request and submit for approval	Leave Request workflow is initiated.
Project workflow	Project workflow to the user	Project and submit for Resource Planning	Project workflow is initiated.
Resource Request workflow	Resource Request workflow and role to the user	Request resource and submit for approval	Resource Request workflow is initiated.
Timesheet workflow	Timesheet workflow to the user	Timesheet and submit for approvals	Timesheet workflow is initiated.
Work Item	Work Item role to the user	Work Item Entry and submit for approval	Work Item workflow is initiated.

For further details refer to: