Solutions Conference – Spring 2015
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Pain Pain Go Away Stopping the Paper Cyclone with GP2015 Workflow
Solutions Conference – Spring 2015
www.manersolutions.com
(517) 323‐7500
Workflow Agenda
What is Workflow?
Where Can I Use Workflow?
How Does it Work?
1. What is Workflow?
Workflow is the approval process for a document, master record, or batch. Solutions Conference – Spring 2015
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A workflow defines how a document, master record, or batch “flows” through the system by showing who must approve it, and the conditions under which they must approve it.
Workflow ‐ 1 Step Approval
Solutions Conference – Spring 2015
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Workflow ‐ Conditional Approval
Workflow – Multiple Approvers
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Workflow ‐ Multiple Paths
Workflow – Multiple Paths & Steps
Solutions Conference – Spring 2015
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2. Where Can I Use Workflow?
3. How Does it Work?
Create a Workflow Routing
Submit a Document/Batch for Approval
Approvers Notified and Respond
The Document/Batch is Entered Into GP
Solutions Conference – Spring 2015
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Create a Workflow Routing
Routings Consist of Steps
Each step is assigned to a user.
Each step may have conditions that have to be met.
Each step can have a time limit.
Solutions Conference – Spring 2015
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Submit a Document/Batch for Approval
Approvers Notified & Respond
GP Home Page Notification
Email Notification
Solutions Conference – Spring 2015
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GP Home Page Notification
Email Notification
Solutions Conference – Spring 2015
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(517) 323‐7500
The Document/Batch is Entered/Posted in GP
GP2015 Workflow Demo
Solutions Conference – Spring 2015
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Q&A