Work flow template

Overview

The Workflow Template is a part of the Operations module in Caddayn Biller. It is used to create and manage predefined workflows for operational activities.

A workflow template helps users organize a business process into a structured sequence of activities. Instead of creating the same workflow repeatedly, users can define a template and use it whenever the same type of process needs to be carried out.

The Workflow Template section provides a centralized place to create, view, and manage workflow templates available in the system.

Accessing Workflow Template

To access the Workflow Template:

  1. Log in to Caddayn Biller.

  2. From the main navigation panel, click Operations.

  3. The Operations menu is displayed.

  4. Select Workflow Template.

  5. The Workflow Template page opens.

Purpose of Workflow Template

The Workflow Template can be used to:

  • Define a standard workflow for business activities.

  • Organize a process into multiple steps.

  • Create reusable workflow structures.

  • Maintain consistency in operational processes.

  • Reduce the need to create the same workflow structure repeatedly.

  • Provide a structured process for completing operational activities.

Workflow Structure

A workflow template can represent a sequence of activities that need to be completed for a particular business process.

Each workflow can contain multiple stages or activities, depending on how the process is configured.

For example, a business process may follow a sequence such as:

Task Created → Work Started → Work In Progress → Review → Completed

The exact workflow stages depend on the workflow configuration used in the application.

Creating a Workflow Template

Where the Create New option is available, users can create a new workflow template.

To create a workflow template:

  1. Open Operations.

  2. Select Workflow Template.

  3. Click the option to create a new workflow template.

  4. Enter the required workflow information.

  5. Define the required workflow stages or activities.

  6. Save the workflow template.

The created template can then be used for the relevant operational process.

Managing Workflow Templates

Users can manage the workflow templates available in the system.

Depending on the available actions, users may be able to:

  • View workflow templates.

  • Create new workflow templates.

  • Edit existing workflow templates.

  • Update workflow stages.

  • Maintain reusable workflow structures.

The available actions may depend on the user's permissions and the configuration of the application.

Notes

  • Workflow Template is one of the options available under the Operations module.

  • It is used to define structured and reusable business workflows.

  • A workflow can contain multiple stages or activities.

  • Workflow templates help standardize recurring operational processes.

  • The exact workflow stages depend on the business process and system configuration.

  • User permissions may determine which workflow actions are available.

  • Workflow templates can be used as a structured foundation for managing operational activities.