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Workflows

Workflows help your organization assign and manage Lucernex processes. Administrators can create workflows with form steps and schedule task steps and many options:

  • 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.

  • Steps with approvers.

  • Steps that kick off other workflows.

  • Steps that start scheduled jobs in the Reporting module.

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

On the Manage Work Flows page Administrators can:

To navigate to the Manage Work Flows page:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click Manage Work Flows in the Company Administration pane.

    The Manage Work Flows page opens.

ClosedDesign a workflow

Example Work Flow describes an example of a workflow design that you can create and implement in Lucernex.

When you design and create a workflow in Lucernex we recommend:

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

  • Build a process first, 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.

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