SharePoint and Workflow

 

In SharePoint Products workflow is defined as "the automated movement of documents or items through a sequence of actions or tasks that are related to a business process."

Get something approved by a series of approvers Get feedback on a proposed course of action Get approval on disposal or deletion of something Automatically, with a simple initiation and a tracking record!

Microsoft SharePoint Server 2010 includes a set of approval workflows that you can use to manage business processes. These workflows manage and track the human tasks involved with a process and provide a record of that process when it completes. Use an approval workflow to manage document creation, expense reporting, employee vacations, and more

Workflows help enforce consistent business processes and improve organizational efficiency and productivity by managing the tasks and steps involved in business processes..

Built-in Default Workflows:

  • Approval
  • Collect Feedback
  • Disposition Approval

Workflows let you attach business logic to documents or items in a SharePoint list or library. Business logic is a set of instructions that specify and controls the actions that happen to a document or item.

Workflows can streamline the cost and time required to coordinate common business processes, such as project approval or document review, by managing and tracking the human tasks involved with these processes.

Example:

  • In SharePoint Server 2007 add a workflow to a document library that routes a document to a group of people for approval.
  • Document approval tasks are created and the tasks assigned to the workflow participants
  • E-mail alerts are sent to the participants with instructions and a link to the document to be approved
  • The workflow owner or the workflow participants can check the Workflow Status page to see which participants have completed their workflow tasks.
  • When the workflow participants complete their workflow tasks, the workflow ends, and the workflow owner is automatically notified that the workflow has completed.

To put SharePoint server to work for you and take advantage of the efficiency of workflows contact Houston based EBS for SharePoint services! Call 713.522.3480 or E-mail us.



 

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