Workflow Setup
Note: This article was authored in the former format, which includes functionality dating back to version 2013 R1 and earlier. The content will be converted to the current platform article format.
Tenrox uses workflows to automate and centralize the business processes of an organization. A workflow defines and automates procedures and processes inan 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... |
|---|---|---|---|
| Timesheet workflow | Timesheet workflow to the user | Timesheet and submit for approvals | Timesheet workflow os initiated. |
| Workforce planning workflow | CWP role to the users | Resource request and submit for approval | Resource request tracking workflow is initiated. |
| Expense workflow | Expense workflow and role to the user | Expense report and submit for approval | Resource request tracking workflow is initiated. |
| Invoice workflow | Invoice workflow to the user | Invoice and submit for approval | Invoice tracking workflow is initiated. |
| Purchase workflow | Purchase workflow and role to the user | Purchase order and submit for approval | Purchase tracking workflow is initiated. |
| Requisition workflow | Requisition workflow and role to the user | Requisition and submit for approval | Requisition tracking workflow is initiated. |
| Work Process | Work Process role to the user | Work Process Entry and submit for approval | Work Process Entry tracking workflow is initiated. |