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Example Workflow

Workflows can quickly become complex. We recommend that you draw your workflows to help you understand the steps you need for your workflow. This example shows a workflow for ordering project equipment. The workflow is kicked off when the project begins. The user enters information about what equipment is needed. If the equipment is already owned, the workflow is closed. If the equipment is not already owned, the user follows the process to order equipment.

Example equipment order work flow.

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Description
Pictured is a work flow trigger. It appears the words "KICKOFF - Project Begins" in a white rectangle with thick black borders.

A rectangle with a thick border represents a trigger. Triggers are an event which spur the kick off of a workflow. For example, in this workflow, the start of the project in the schedule kicked off the workflow.

Please note that triggers are not steps.

Pictured is an step of a work flow assignee. It appears the phrase "collect equipment list" in a white rectangle with soft gray rounded borders.

Rectangles with soft gray rounded corners represent Assignee Steps. These are steps that are performed by the assignee of a workflow step.

Pictured is an approver step. It appears the question "Currently owned?" in a white diamond with thick orange borders.

Orange rectangles represent Approver Steps. These steps can change the status of a workflow—for example, if the equipment needed for a workflow is already owned by the company, the Approver would select Yes, and the workflow status would change to Closed.

Pictured is an action of an approver. It appears the word No in a white rectangle with thin black borders.

Rectangles with thin black borders represent the Actions of the Approver.

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