Weider Web Solutions making Workflow management simple
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Weider Web Solutions Workflow Management A quick guide to show how easy it is to set up and manage workflows
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Transcript of Weider Web Solutions making Workflow management simple
Weider Web Solutions
Workflow Management
A quick guide to show how easy it is to set up and manage workflows
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To add a new workflow 1. Select 'Manage Workflows' from the admin menu.!!2. Select 'New workflow'.
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Add steps to the workflow
1. Click on ‘Add steps to this workflow’ to begin adding steps!!
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Add the details to each step
Use the information from your planning worksheet!!
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View all stepsAll the steps are visible on the left hand side.!!
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Select form to attach workflow to
In this example the workflow will be attached to a registration form.!!Select ‘Register’ form from web forms list.!!
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Select the workflow name
!!Select the workflow name, here it is ‘New registration’!!
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Trigger the workflow!!Filling out the registration form will trigger the workflow and send an email to the person responsible for the first task.!!
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Email is received!The recipient clicks on the link and is taken to the customer case. A case is created when a customer interacts with the website.!!
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View workflow task
!!The workflow steps can be viewed by clicking on the ‘Workflows’ tab of the case.!!
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Approve task - before approval!!The task is approved once it is complete. The date and time are captured.!!
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Approve task - after approval
!!The date and time are displayed once the task is approved. The next email is sent to the person responsible for the next task.!!
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Reminder email!!If the task was set up to send a reminder, the email might look like this.!!
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Escalation email!!If the task was set up to escalate if it was not completed on time, the email might look like this.!!
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Workflow completion
!!Once all tasks have been completed, the workflow is removed from the case. It is possible to apply the workflow again if necessary or view the workflow history.!!
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Workflow history!!Clicking on the history tabs shows the time and date of the workflow tasks.!!
