Considering the introduction of the workflow system... I want to evaluate Workflow products by running data that is even a little significative.
In the second of the series, I would like to pick up "Daily Report" as the theme. The following "Daily Report flow" which I would like to present, is also very convenient. The Flow diagram is simple enough, and you can start using it in any organization from a small team to a large company. And also, it is good that you can start it smaller without affecting the main business.
[Daily Report flow]
[Daily Report flow;'2. Report Confirmation' screen]
[List of Process Data Item]
[Timer setting screen]
The most important feature of this "Daily Flow" is that it will be started automatically every morning. That is, at 8:30 in the morning on every weekday, 'a subject' (task) of "Daily Report: Jack Smith, December 30" will be added in "My Tasks" of each personnel in the Sales Department. A member of the sales department will input (report) "the activities of the day", by the time going home.
In addition, the first step of the business flow "1. Daily Report" is possible to be started also manually, not only by the automatic start timer. It is useful for example, working on holidays or reporting reusing the data.
P.s.
Series; Can be used immediately, part 1. (Back Number) "Improvement Proposal (Suggestion Box)"
Series; Can be used immediately, part 2. (This article) "Daily Report (Auto-start)"
Series; Can be used immediately, part 3. (Coming soon) "General-purpose Work Request flow"
[Download]
- Business Template: Daily Report flow
- Meanings of Taking In the Meteorological Data to "Daily Reports" (Utilizing Weather API) (2013-10-21)
- Journals Circular Around Other Sections (2011-08-01)
- Approval to Daily Report, will be "Automatically Done" Two Days Later (2012-07-23)