Last Updated on
Introduction to Workflows.
Our workflow will help the users to collaborate on documents and to manage project tasks by implementing our milestone processes on documents and items in a ProjectWise environment. Our workflows will help them to adhere to consistent milestone processes, and also improve organizational efficiency and productivity by managing the tasks and steps involved in our design processes. This enables the CADD users to perform these tasks to concentrate on design work rather than managing the workflow.
The primary benefits of using workflows are to facilitate design processes and improve collaboration.
What are workflows?
Workflow is sometimes described as a series of tasks that produce an outcome. In the context of ProjectWise, a workflow is defined more narrowly as the automated movement of documents or items through a sequence of actions or tasks that are related to a milestone process. Workflows can be used to consistently manage common milestone developments within our organization by enabling the users to attach milestone logic to documents. Milestone logic is basically a set of states that specifies and controls the actions that happen to a document.
Workflows can streamline the time required to coordinate common business processes, such as project approval or document review, by managing and tracking the users’ tasks involved with these processes. For example, in a ProjectWise environment, the user is working a workflow assigned to a folder that routes documents to a group for approval. When the document users’ start this workflow on a document, the workflow creates approve or revise tasks. When changing the assigned tasks to the workflow, users can visually see which state the documents reside in. While the workflow is in progress, the supervisors or work leaders can check the state of the documents and its contents for approving or revise and to see which users have completed these workflow tasks. When the workflow users complete their workflow tasks, the workflow ends, and the workflow team can see the workflow has been completed. Workflows are a tool that helps our users to see the documents in their current states, whether you’re managing the users’ process, or you’re one of the users.
How do they work?
Your ProjectWise’s administrators set up the workflow templates to cover the different document processes you will use on the project. The Workflows Initiator starts the workflow and manages the documents through the design process. Observers see documents awaiting states on their user access to the project. These documents are reviewed as part of the workflow. You can also search and report on the progress of workflows that users are involved with.
