Solutions Conference – Spring 2015 www.manersolutions.com (517) 323‐7500 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 www.manersolutions.com (517) 323‐7500 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 www.manersolutions.com (517) 323‐7500 Workflow ‐ Conditional Approval Workflow – Multiple Approvers Solutions Conference – Spring 2015 www.manersolutions.com (517) 323‐7500 Workflow ‐ Multiple Paths Workflow – Multiple Paths & Steps Solutions Conference – Spring 2015 www.manersolutions.com (517) 323‐7500 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 www.manersolutions.com (517) 323‐7500 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 www.manersolutions.com (517) 323‐7500 Submit a Document/Batch for Approval Approvers Notified & Respond GP Home Page Notification Email Notification Solutions Conference – Spring 2015 www.manersolutions.com (517) 323‐7500 GP Home Page Notification Email Notification Solutions Conference – Spring 2015 www.manersolutions.com (517) 323‐7500 The Document/Batch is Entered/Posted in GP GP2015 Workflow Demo Solutions Conference – Spring 2015 www.manersolutions.com (517) 323‐7500 Q&A
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