Objectif du "Quand"
La section "Quand" dans une configuration de workflow définit les conditions de déclenchement qui initient une action de workflow particulière. Ces conditions sont basées sur des critères spécifiés liés aux attributs du document ou aux activités des utilisateurs dans le système ERP.
Comment Ça Marche
Dans votre interface, "Quand" semble être un point de départ où les utilisateurs peuvent sélectionner différentes cartes de déclenchement. Chaque carte spécifie les conditions dans lesquelles les actions ultérieures (définies dans une autre section de la configuration du workflow, probablement étiquetée "Action") seront exécutées.
Cartes de Conditions de Type de Document
Les cartes affichées dans la capture d'écran sont des variations des conditions de "Type de Document", qui sont utilisées pour déclencher des workflows en fonction du type de document en cours de traitement. Voici un aperçu de chaque type de carte de condition montré :
Type de document (Opérateur) un de (Type) : Cette carte déclenche une action lorsque le type d'un document correspond à l'un des types spécifiés dans une liste. L'opérateur peut inclure des options comme "est" ou "n'est pas", permettant des conditions inclusives ou exclusives.
Type de document (Opérateur) (Type) : Cette variante plus simple se déclenche en fonction d'une seule condition de type de document. Elle vérifierait généralement si le type de document "est" ou "n'est pas" un type spécifique, sans possibilité de sélectionner parmi plusieurs types.
Sélection du Type de Condition : Les utilisateurs commencent par sélectionner un type de condition pertinent pour le workflow qu'ils souhaitent automatiser. Dans ce cas, les types de document sont au centre de l'attention.
Définition de l'Opérateur : Les utilisateurs doivent décider de l'opérateur logique, tel que "est" ou "n'est pas", qui établit la base pour comparer les types de document réels par rapport aux conditions définies.
Spécification des Types de Document : Selon la carte, les utilisateurs peuvent sélectionner un ou plusieurs types de document qui déclencheront le workflow lorsque des documents de ces types sont traités.
Finalisation du Déclenchement : Une fois que la condition est configurée, elle devient la base pour déclencher des actions spécifiques définies dans le workflow. Si un document répond à la condition définie, les actions définies seront automatiquement initiées.
En pratique, ces cartes de déclenchement sont cruciales pour automatiser des processus tels que les approbations, les notifications, ou toute procédure dépendant du type de document traité. Par exemple, si un type de document "est" une "Facture," et qu'il correspond aux conditions définies dans la carte "Quand," le workflow pourrait automatiquement acheminer le document pour le traitement des paiements.
Cette configuration garantit que les workflows sont non seulement efficaces, mais aussi adaptés aux besoins opérationnels spécifiques de l'organisation, réduisant la supervision manuelle et accélérant les processus de traitement des documents.
En résumé, la partie "Quand" de votre configuration de workflow consiste à préparer le terrain pour des actions automatisées basées sur des conditions spécifiques et prédéfinies. C'est un outil puissant pour garantir que votre système ERP réagisse de manière dynamique aux besoins de l'entreprise, améliorant à la fois la productivité et la précision dans la gestion des documents.
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.
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.
