User manual

form being saved to the log, assignment notification emails being sent to
members listed in the Assign To field, and assignment notification emails
being sent to members listed in the cc field.
Step 4: Receiving an assignment
Members who have been assigned an item receive an email containing a link
to the form. The action item also displays in the member's dashboard. Once
a member has received the assignment, depending on how the log was
configured, he or she can respond or forward the assignment.
Step 5: Viewing the form
A form in view mode can not be edited. Administrators can close or re-call
the form (doing so removes all assignments).
Step 6: Responding to an Assignment
How you can respond to a form depends on the particular log that you are
working with. Who you are able to respond, or forward to, depends on how
the log was configured.
See also:
Working with Forms (page 309)
Step 4: Business Processes (page 263)
Using the Form Log (page 304)
Workflow Types
A business process is configured to use a workflow type. Workflow is a
commonly used term that describes the automation of a business process, in
whole or part, during which documents, information or tasks are passed from
one participant to another for action, according to a set of procedural rules.
By creating a business process that is configured to use a workflow type, you
can automate the process of your internal business operations.
Benefits of using Workflow:
■ Improved efficiency — automation of business processes results in the
elimination of unnecessary steps
■ Better process control — improved management of business processes
achieved through standardizing working methods and the availability of
audit trails
290 | Chapter 20 Working with Form Logs, Workflow and Roles