Workflow Functions & Features

The Workflow Functions & Features comprise the following elements:

• Dynamic and Complex Processes

  Feature and functions include Visual design tool;Dynamic, complex processes;Define task concurrency and dependency to enable proper sequences;. Dynamic and Complex Processes, Workflow Functions & Features

• Monitoring and Reporting

  This covers Administrator tool monitors and manages the process;Accesses internal workflow database through external SQL queries or via API's used by applications;Log with statistical tracking facilities;Log with configurable tracking and auditing of data facilities;Log with archiving audit data facilities;Log with facilities such as a configurable data retention period;. Monitoring and Reporting, Workflow Functions & Features

• Resources and Roles Definition

  Main modules covered Designates participants with various characteristics, as well as defines their profiles and specific attributes;Defines and handles different types of human or computer-based resources and assigns roles to those resources based on variable criteria;Integrates existing corporate directory information and profiles, such as DBMS, OS, host services (e.g., X500), or LAN-based services, into the workflow system and defines roles;Users have multiple roles;Generic role definition to allow the passage of work-items to a group, individual, or a generic individual type;Reassigns work to an individual using the forward concept (with specified privileges);. Resources and Roles Definition, Workflow Functions & Features

• Rules and Routing Definition

  Major modules include Accesses data from external applications or databases from within the workflow process at run-time and uses that data to dynamically feed routing decisions;Defines the logic that governs the process, as well as the business rules and routing logic within the workflow product;Serial, conditional, parallel, and rendezvous (i.e., several distinct roles or activities merging into one at a specific point in the process) routing;Routing and business decisions based on a combination of complex user-defined conditions or complex Boolean expressions;Repetition of completed activities and backtracking to specific activities on an as-needed, variable basis, such as the rerouting of work-items to activities which have already been performed in the event of a rework;Defines the business rules and the routing logic in the process through graphical, drag-and-drop facilities;. Rules and Routing Definition, Workflow Functions & Features

• Work Definition

  This includes Defines and handles complex or compound work-items comprised of several heterogeneous data elements, which are integrated into the same container or work package, including standard attachments, such as office documents, spreadsheets, and graphs;Defines which participant should work on which activities and with what resources, and the different modes available for assigning work;Assigns activities to participants' roles through graphical, drag-and-drop facilities;Assigns activities to participants' roles through scripting or programming;Defines and handles complex or compound work-items comprised of business and transactional data;Defines and handles complex or compound work-items comprised of workflow, process-specific data such as data by process and activity history, task priority, and alerts;. Work Definition, Workflow Functions & Features

• Process and Activity Definition

  Major modules include Represents complex processes that are comprised of sub-processes and activities;Processes can be defined or mapped into the system;Graphically portrays business processes and activities;Shares activities and sub-processes between processes;Reuses an activity already defined in the process without having to define it again;;Defines absolute or relative dates when activities or work-items must be completed;. Process and Activity Definition, Workflow Functions & Features

• Triggers and Scheduling

  Modules covered Generates and manages notifications and alerts, including how the alerts are registered, logged, and to whom they are posted;Deadline triggers (e.g., date, day-of-month, hour);Threshold triggers (e.g., based on predefined attribute values for work-items, such as all claims over $1,000 should generate alerts);Different types of events that can be defined as triggers of automatic actions, including timer triggers;Scheduled triggers (periodic events, such as every eight hours or every week);Activity and work-item status (exceptions, processing status);. Triggers and Scheduling, Workflow Functions & Features

• Workflow Components

  Functionality covered Separate, private copies of the process map for each work-item created in the workflow system;Integrated scripting;Attaches word processors (such as Word) and spreadsheet (such as Excel) applications to related points for reference from within workflow;Interfaces with other workflow applications such as e-mail, e-forms, and scheduling packages;Raises activity or work-item priority dynamically at run-time, according to certain process conditions (e.g., deadlines, completion of related activities);Alters the workload balancing mechanism during execution;. Workflow Components, Workflow Functions & Features

• Queue and Work List Definition

  Modules include Defines relationships between queues, activities, and how they correspond to support the different mapping definitions. e.g., one queue for many activities, one-to-one mapping, and custom mapping;Static and dynamic associations between queues and activities;Defines preset sorts at build-time, such as LIFO sort, alphabetic sort, so users can sort queues at run-time;Defines the run-time, activity-level, and work-item-level priority of the different instances and cases within the process;Pushes or assigns work to users and allows users to pull work from their queues;Sorts work queues on variable criteria and customs, user-defined criteria;. Queue and Work List Definition, Workflow Functions & Features