Propósito de "Cuándo"
La sección "Cuándo" en una configuración de flujo de trabajo define las condiciones de activación que inician una acción de flujo de trabajo particular. Estas condiciones se basan en criterios especificados relacionados con atributos de documentos o actividades de usuarios dentro del sistema ERP.
Cómo Funciona
En tu interfaz, "Cuándo" parece ser un punto de partida donde los usuarios pueden seleccionar diferentes tarjetas de activación. Cada tarjeta especifica condiciones bajo las cuales se ejecutarán acciones posteriores (definidas en otra sección de la configuración del flujo de trabajo, probablemente etiquetada como "Acción").
Tarjetas de Condiciones de Tipo de Documento
Las tarjetas mostradas en la captura de pantalla son variaciones de las condiciones de "Tipo de Documento", que se utilizan para activar flujos de trabajo basados en el tipo de documento que se está procesando. Aquà tienes un desglose de cada tipo de tarjeta de condición mostrada:
Tipo de documento (Operador) uno de (Tipo): Esta tarjeta activa una acción cuando el tipo de un documento coincide con uno de los tipos especificados en una lista. El operador podrÃa incluir opciones como "es" o "no es", permitiendo condiciones inclusivas o exclusivas.
Tipo de documento (Operador) (Tipo): Esta variante más simple se activa en función de una sola condición de tipo de documento. Normalmente verificarÃa si el tipo de documento "es" o "no es" un tipo especÃfico, sin la opción de seleccionar entre varios tipos.
Selección del Tipo de Condición: Los usuarios comienzan seleccionando un tipo de condición relevante para el flujo de trabajo que desean automatizar. En este caso, los tipos de documentos son el foco.
Definición del Operador: Los usuarios deben decidir el operador lógico, como "es" o "no es", que establece la base para comparar los tipos de documentos reales con las condiciones definidas.
Especificación de Tipos de Documento: Dependiendo de la tarjeta, los usuarios pueden seleccionar uno o varios tipos de documento que activarán el flujo de trabajo cuando se procesen documentos de esos tipos.
Finalización de la Activación: Una vez que se configura la condición, se convierte en la base para activar acciones especÃficas definidas en el flujo de trabajo. Si un documento cumple con la condición establecida, las acciones definidas se iniciarán automáticamente.
En la práctica, estas tarjetas de activación son cruciales para automatizar procesos como aprobaciones, notificaciones o cualquier procedimiento que dependa del tipo de documento que se esté manejando. Por ejemplo, si un tipo de documento "es" una "Factura," y coincide con las condiciones establecidas en la tarjeta "Cuándo," el flujo de trabajo podrÃa enrutar automáticamente el documento para su procesamiento de pago.
Esta configuración garantiza que los flujos de trabajo no solo sean eficientes, sino también adaptados a las necesidades operativas especÃficas de la organización, reduciendo la supervisión manual y acelerando los procesos de manejo de documentos.
En resumen, la parte "Cuándo" de la configuración de tu flujo de trabajo se trata de establecer el escenario para acciones automatizadas basadas en condiciones especÃficas y predefinidas. Es una herramienta poderosa para garantizar que tu sistema ERP reaccione dinámicamente a las necesidades del negocio, mejorando tanto la productividad como la precisión en la gestión de documentos.
Purpose
This workflow card is designed to perform specific operations on documents that are associated with a particular sub-organization or department within a company. It ensures that document processing adheres to the policies and requirements specific to different segments of the organization.
Components of the Card
Operator
Description: Defines the action or set of actions to be performed on the document.
Examples: This could include operators like "Review", "Approve", "Archive", "Distribute", or any other custom operation relevant to document management within the organization.
Sub-Organization
Description: Specifies the part of the organization or department for which the document operation is relevant.
Detail: This could be any designated area of the company, such as Human Resources, Finance, Marketing, etc., or smaller, specialized teams within these broader categories.
Functionality
Document Identification: The card first identifies the document(s) that need to be processed. This identification could be based on document type, source, date, or any other metadata.
Operation Execution: Based on the specified operator, the card executes the designated operation. This could be:
Review: Sending the document to the appropriate personnel or department for review.
Approve: Routing the document for necessary approvals within the sub-organization.
Archive: Moving the document to an archival system designed to store records as per organizational policies.
Distribute: Disseminating the document internally within the sub-organization or externally if required.
Compliance Checks: The card checks that all operations comply with the internal policies and legal requirements applicable to the specific sub-organization.
Feedback and Logging: Post-operation, the card provides feedback on the action taken and logs this information for audit trails and compliance tracking.
User Interactions
Configuration: Users set up the card by specifying the operator and the sub-organization. They might also define specific rules or triggers for when the card should activate.
Monitoring: Users can monitor the card's activity via a dashboard that shows ongoing and completed operations, providing transparency into document handling processes.
Manual Override: In some cases, users might have the ability to manually intervene or alter the course of an operation, such as escalating an issue or correcting document routing errors.
The "Document Operator for Sub-Organizations" card is a crucial tool for managing documents in a structured and efficient manner, particularly in larger organizations where different departments have unique operational needs and compliance requirements. Documenting this card clearly in your ERP system's manual will help users understand its importance and implement it effectively within their workflows. If additional customization or functionality descriptions are needed, feel free to expand based on specific organizational needs and technical capabilities.
Purpose
This workflow card is specifically designed to perform predefined operations on documents categorized by type. It streamlines the handling of various document forms within an ERP system, ensuring that each type is processed according to its unique requirements and organizational policies.
Components of the Card
Operator
Description: Specifies the action to be executed on the document.
Examples: Common operations include "Validate", "Store", "Process", "Send", etc. Each operator defines a set of tasks that the system automates based on the document type.
Document Type
Description: Identifies the category of the document to which the operation will apply.
Detail: Types could include invoices, purchase orders, contracts, employee records, etc. Each type has specific rules and workflows associated with it.
Functionality
Document Classification: Automatically identifies and classifies documents as they enter the ERP system based on their metadata, content, or other identifiers.
Operation Execution: Executes the specified operation for documents of the identified type. This execution could involve:
Validate: Checking the document for completeness, correctness, and compliance with standards.
Store: Saving the document in the designated repository with proper indexing.
Process: Applying business logic to the document, such as calculating totals on an invoice or updating database records.
Send: Distributing the document to other business units or external partners based on workflow requirements.
Compliance and Security: Ensures that all operations adhere to regulatory compliance and security protocols specific to the document type.
Automation and Integration: Seamlessly integrates with other workflows in the ERP system, facilitating automated transitions between different operational stages.
User Interactions
Setup and Configuration: Users configure the card by defining both the operator and the document type. Additional parameters might be set depending on the complexity of the operation.
Monitoring and Reporting: Users can monitor the operations applied to various document types through a dashboard that provides real-time status updates, logs, and reports.
Error Handling and Overrides: Provides mechanisms for handling errors or exceptions during operation execution. Users can intervene manually if necessary, adjusting processes or rerouting documents.
The "Document Type Operation" workflow card is a vital component for managing document-based processes within an ERP system efficiently. It automates routine tasks, reduces errors, and ensures consistency across similar types of documents, thereby enhancing overall productivity and compliance. Documenting this card effectively in your system's manual will assist users in understanding its functionality and how to leverage it to optimize document management processes in their daily operations. If there are additional specific details or examples that need to be included based on your ERP system's capabilities or industry-specific needs, those should be tailored accordingly.
