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Workflow: Getting Started

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Designing a workflow process in Thereforeâ„¢ is the last step of a workflow design. Before starting to design the final system it is very important that the customer's business process has been fully understood and optimized for an electronic workflow. It is also important that what should trigger the workflow in Thereforeâ„¢ is clearly understood.

 

Every workflow starts with the category. It’s important to fully understand the customer’s business process. While designing the category that will be associated with the workflow, it’s important to consider the information that the workflow will need to progress, and what information will be learned as the document progresses through the workflow. E.g. an invoice may be approved for payment or rejected during the workflow, and an index field noting that status may be desired. Thus, the category design is intrinsically linked to workflow, and both category and workflow must be designed together