Workflow
Workflow module is used for easier, better arranged and controlled management of documents, tasks and information to persons or group of people (departments) within the company. It provides immediate overview about open tasks, their statutes, responsible persons or overdue terms.
Following requests can be done with this module:
- company processes’ management:
- management of all company processes (edit and approval of documents, mass emailing of internal documents etc.),
- expand K2 register with new books (vacation record, travel request record, etc.),
- expand control options, business process management in regards to K2 documents (Sales process, technology process change management, ...).
- ISO documentation in electronic version (guidelines, standards).
Main Workflow module terms are Procedures, Processes and Steps.
Picture: Basic diagram of Workflow module
Procedures are K2 suggested general models of company processes, they connect common elements of these processes. They include sequence of individual steps (tasks). Processes are specific company created processes which are influenced by general company Procedures. Steps (individual tasks) are being created for users to work on after processes are established.
Books Steps and For processing as well as reports toprint out the processes are used for common work with Workflow system. Books Processes, Procedures, Definition of Variables, Products and Roles are used for Workflow administration.
Part of Workflow is also graphic tool used for easier definition of procedures within the company. This tool enables well arranged graphic display of given processes with individual steps. Steps have defined rules and their sequence. Thanks to automated recording of carried steps these are later easy to trace retrospectively together with all their history.
Workflow module is locally assigned, i.e. that user can enter Names and Descriptions of individual fields in various languages (see User parameters - Language).
Picture: Tree structure menu of Workflow module