Guidelines for Applying Workflows

Introduction to KnowledgeTree Document Management Made Simple > Workflows > Guidelines for Applying Workflows

This topic provides guidelines for correctly mapping out a document life cycle in a KnowledgeTree Workflow.

A workflow design involves defining what happens to a document at each state, and the process (transition) required to move to the next state. When configuring workflow permissions, the assignment of roles is especially important.

Consider the following:

•	whether the organization has existing document processes

•	whether the 'real world' workflow maps to the KnowledgeTree workflow

•	whether you need workflows; e.g. some users may only want to use the DMS for secure and retrievable document storage, and may never use workflows

•	whether it's necessary to control permissions using workflows (remember that workflow permissions override permissions assigned elsewhere, and you may incorrectly change pre-configured permissions)

•	whether it's necessary to control document actions using a workflow

•	you need to understand how to use workflow triggers effectively - e.g. triggers are useful in Approve/Reject workflows

•	whether automatic workflow assignment is useful - by document type, or by folder

Note: You can use either document type, or folder, but not both.

This work is licensed under a
Creative Commons Attribution 3.0 License.