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Workflows

Assign and manage Lucernex processes using workflows. Create workflows with form steps, schedule task steps, and options including:

  • Multiple simultaneous steps.

  • Non-linear steps. For example, if the answer to a step is No, the workflow can return you to a previous step.

  • Approval steps.

  • Steps that start other workflows.

  • Steps that start scheduled jobs in the Reporting module.

  • Requiring approvers to enter a PIN when taking action on a workflow step. The PIN attaches a signature image to the approved form.

Manage workflows

On the Manage Work Flows page:

To open the Manage Work Flows page, select Admin > Company Administration > Manage Work Flows.

ClosedDesign a workflow

Use the example workflow to help you design, create, and implement workflows in Lucernex.

  • Start slow. Workflows are time-consuming, don't take on too many at once. Plan to layer in additional workflows after go-live.

  • Build a process, then create form layouts. Use placeholders to assign steps during the design phase.

  • Use schedule tasks intermittently. This synchronizes the schedule, workflow, and allows easier reporting.

  • Ensure that tasks run properly and do not go invalid.

  • Ensure schedule tasks that are part of a workflow exist on the entity's Schedule page. Ensure tasks have assignees.