Workflows | KnowledgeTree Document Management Software

Workflows

Introduction to KnowledgeTree Document Management Made Simple > Workflows

A document management system workflow is a task and process management tool that applies a predefined life-cycle to documents in the system.

Document life cycles are defined for the processes the organization wants to automate in the document management system. Each workflow maps to a series of tasks that apply to one or more documents in the workflow, and it specifies the user or group who must perform each task in the process. At the end of a task, the document is moved to the next stage in the workflow, and the workflow engine in the system notifies the user or group who are responsible for the next task, that their task in the document life-cycle is ready to start.

KnowledgeTree workflows are comprised of the following elements:

•	Transitions - the move from task to task in the Workflow. At the end of each task, a document in a workflow transitions to a new 'state'.

•	States - workflows have starting states, and end states. KnowledgeTree also allows the creation of workflows that loop - i.e. at the end of a state, the document automatically moves back to the starting state.

•	Actions - document actions workflow actions are document actions that can be disabled in certain states - e.g. disabling the check-out/check-in action on a document, when that document is in the 'published' state.

•	Triggers - a condition that must be met before a workflow can transition to another state. A trigger can also be a task that the system must perform when a transition is made, such as moving the document to another folder.

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