Workflow
Streamlined Review and Approval Workflows with Configurable Lifecycles
Discover how InteliNotion’s configurable lifecycles streamline component and document workflows, enabling seamless routing for review and approval tasks from initiation to completion.
Configurable lifecycles
The platform provides configurable lifecycles for documents and components and supports the routing of components or documents for task processing such as review and approval. Review and approval tasks are routed to assigned users, or roles. Lifecycle based workflows can be initiated and executed for components and documents.
Component Workflow
The workflow originator can select one or more components and initiate the review/approval workflow. When the workflow is initiated, the user(s) or role(s) can be selected; instructions can be included; and due dates, notifications, and reminders can be set.
The recipients will receive the Workflow Task in both their email as well as the Web Console, with a link to the selected component(s) attached. Recipients can review individual components and complete the workflow task appropriately. Workflow tasks can be serial or parallel, based on the selections made by the initiator.
STEP 1
Select Components and Initiate Workflow
STEP 2
Add Task Information
STEP 3
Task Notification
STEP 4
Task Notification (eMail)
STEP 5
Task Completion
STEP 6
Task Completion
STEP 7
Task Completion
Document Workflow
STEP 1
Select base document
STEP 2
Select component level reuse policy
STEP 3
Select location for variant of document
STEP 4
Document Metadata – Inherited
Task Completion and Management Options
The task assignee can easily complete a task to finish the Task and send a notification, if required.
Task can be:
Delegated
Delegated
