Work Culture > Work Flow
Organizations with poorly written or difficult accessing business SOPs documentation face numerous risks which ultimately results in a negative effect on the business. Such issues are frustr...
The most important is to set the Work Flow Template according to the Organization SOP Super Admin & Admin Level are allowed to Create or Edit the Work Flow Template. If this is your first Temp...
After you have Create the Template, system will prompt you to Add Process as shown below. 1. Click on button in Template detail page 2. Below screen will appear. Enter the Process Detail. Fi...
After you have successfully Add the Process , you may Add the Action into each Process. There can be multiple Action in a Process. Action is consider as a specific Task or Check List which need to ...
What is Template Properties? Template Properties is other information which is necessary or relevent to be included in the Work Flow. The Work Flow properties is to be fill in by the Work Flow owne...
Don't forget to do Step 3: Add Action into Process before you can set the Action Properties. There are 3 Type of properties General Information Check List Linkage 1. From your Main Das...
Below steps shows how Super Admin or Admin can manage Process. You can Add New Process Update existing Process Delete or Remove existing Process *Just click on approprate icon to perform any...
Super Admin & Admin Level are responsible to Edit Work Flow Template. 1. From your Main Dashboard , select Works and then select Work Flow 2. Tap on 3. Click on . Search the Template Name ...
Below steps shows how Super Admin or Admin can manage Action. You can Add New Action Update existing Action Delete or Remove existing Action *Just click on approprate icon to perform any of ...
Super Admin & Admin Level are responsible to Edit Work Flow Template. 1. From your Main Dashboard , select Works and then select Work Flow 2. Tap on 3. Click on . Search the Template Name ...
Before you create the Work, please ensure that you have prepare the Templata as per guide: Step 1: Create TemplateStep 2: Create ProcessStep 3: Add Action into Process 1. From your Main Dashboard ...
If someone has created the Work and assing it to you as an Owner, you will get a Notification in your Notification Center Click on it and it will bring you to the designated Work. Else, follow be...
Action in similar to a Task which need to be updated the progress. There are few ways to go to the Action in Work Flow. A) If there is new Action assigned to you, you will get a Notification in you...
If the Verification is required for the Action, a Notification will be sent to the dedicated person. Learn how to Set Verification For Action Click on it and it will redirect you to the designate...
Template's  Additional Fields, Linkage 1. In Setting 2. How it's displayed in Create Work 3. How it's displayed in Work Flow detail page  
Process General Information 1. In Setting 2. How the Process Name, Description, PIC is displayed after you have Create Work Note: PIC of each Process will automatically become the PIC of the...
Action's Check List & Linkage 1. In Setting 2. How the Check List & Linkage is displayed after you have Create Work 3. After Action has been update to In Progress Check List &a...
Q: Who can create Category and Template? A: Super Admin and Admin   Q: Can I delete the Category? A: No, you can't. You may Edit the Category Name or SET to Inactive. You are not able to li...
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