81 lines
2.1 KiB
Markdown
81 lines
2.1 KiB
Markdown
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# Workflow Management
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## Understanding Workflows
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A workflow defines the approval stages an application passes through before license issuance. Department administrators configure workflows for each license type.
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## Workflow Components
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### Stages
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Each stage represents a review step:
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| Property | Description |
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|----------|-------------|
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| Name | Stage identifier (e.g., "Document Verification") |
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| Order | Sequence position (1, 2, 3...) |
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| Assignee Rule | Who receives applications at this stage |
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| Required Actions | What must be completed to proceed |
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| SLA | Maximum time allowed |
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### Stage Types
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**Sequential**: Applications must pass through in order
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```
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Stage 1 → Stage 2 → Stage 3 → Issuance
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```
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**Parallel**: Multiple reviews happen simultaneously
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```
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┌→ Technical Review ─┐
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Stage 1 ─┤ ├→ Final Approval
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└→ Financial Review ─┘
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```
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### Assignment Rules
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- **Round Robin**: Distribute evenly across available officers
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- **Load Based**: Assign to officer with fewest pending items
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- **Manual**: Supervisor assigns each application
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- **Specific Role**: Route to designated role
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## Creating a Workflow
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1. Navigate to **Settings** → **Workflows**
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2. Click **Create New Workflow**
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3. Enter workflow name and description
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4. Add stages in sequence:
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- Define stage name
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- Set assignment rule
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- Configure SLA duration
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- Specify required documents
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5. Set workflow as active
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6. Assign to license type(s)
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## Modifying Workflows
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Changes apply only to new applications. In-progress applications continue with their original workflow.
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To modify:
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1. Open workflow in editor
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2. Make changes
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3. Review impact summary
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4. Confirm and save
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## SLA Configuration
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| Field | Description |
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|-------|-------------|
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| Duration | Hours/days allowed |
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| Warning | Alert before breach |
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| Escalation | Action on breach |
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| Override | Manual extension allowed |
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## Best Practices
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- Keep stages focused on single responsibility
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- Set realistic SLAs based on actual processing time
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- Use parallel stages for independent reviews
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- Document stage requirements clearly
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- Review workflow performance monthly
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