Workflow in Synergy

What is it and How Does ItWork?

What is Workflow in Synergy?

Workflow is a Task Assigned to a Resource

A Workflow Task May be Assigned by the Resource forThemselves to Complete (such as a Reminder)

A Workflow Task May be Assigned by Another Resourcefor a Resource to Complete (such as a Multi-StepProcess)

Workflow in Synergy

Workflow Should be Considered Tasks that Need to beCompleted

Workflow Can Have Multiple Steps

Workflow Can Involve Multiple Resources

Workflow Can Involve Roles instead of Resources

Workflow Can Have Optional and Required Fields

Workflow Can Show Different Information at VariousStages

What is Workflow in Synergy?

Workflow Can Be Linked to Resources, Accounts,Contacts, Projects, Documents, Requests, Items orAssortments

Workflow Can Be Made Private (Between Participants)

Workflow Can Have Security Levels Assigned

Workflow Statuses Can Be Open, Approved, Realized,Processed, Rejected or Draft

What is Workflow in Synergy?

Workflow Can Be Linked Previous Workflows

Workflow Can Be Created from Resources or as a resultof Actions / Inactions in the Database – Triggered by theEvent Manager

Workflow Data Can be Used in Reports

4 Steps in Workflow

Create Step

This is the Initial Step of a Workflow

Every Request Must Have a Create Step

Workflow May be Created by a Resource or through theEvent Manager as a Result of an Action or Inaction

4 Steps in Workflow

Approve Step

This is an Optional (Intermediate) Step that Can Be Usedwithin a Workflow

This Step can be Sent to Resources or Roles

4 Steps in Workflow

Realize Step

This is an Optional (Intermediate) Step that Can Be Usedwithin a Workflow

This Step can be Sent to Resources or Roles

4 Steps in Workflow

Process Step

This is Usually the Last Step in a Workflow

This Step can be Sent to Resources or Roles

4 Step Workflow Example

4 Step Workflow Example

This Request has been Created to place information into thedatabase and track the status of a RMA Problem and ItsReturn Back to our Organization.

The Creator of this requests completes the Information andClicks the “Submit” Button to end this step.

4 Step Workflow Example

4 Step Workflow Example

This Request looks like this once it has been “Submitted”

4 Steps in Workflow

4 Step Workflow Example

This Request is now in an “Open” Status.

Notice that the Green Bar is encircling the “Approve” Status.This tells the Resource that this Request needs to be“Approved.”

In the Resource Section, you will see that this Request hasbeen assigned to both a Resource and a Role (WarehouseManager). The Request must Be “Assumed” by one of theResources to Continue.

4 Steps in Workflow

4 Step Workflow Example

After “Assuming” this Request, the Resource entersAdditional information, such as Item Received Date andadditional Service Notes

4 Step Workflow Example

4 Step Workflow Example

The Request is now in a “Realize” Status

In this Step, the Resource that “Assumes” this Request takesOwnership and fills in the Item Repaired Date and someadditional Service Notes.

4 Step Workflow Example

4 Step Workflow Example

The Request is now in a “Process” Status

In this Step, the Resource that “Assumes” this Request takesOwnership and fills in the Shipped Back to Customer Date.

4 Step Workflow Example

Workflow

Workflow can be Personalized to Assist Customers withUnique Business Processes

Reporting can be Done on the Request Types and Fields

Workflow Can Ensure that Business Processes AreCompleted According to Procedures or Identify Issues WhenThey are Not Completed