Move work forward with workflow action buttons on forms
Also listed as: Workflow actions
What is it?
Forms can carry workflow action buttons, such as Submit or Approve, so staff move a case to its next step from the screen they are already working on.
Why does it matter?
Fewer clicks and less switching between screens to progress a case.
Start thinking about
- Are your key business processes documented, and are they followed the same way across teams?
- Where are your biggest backlogs, delays or missed service targets today?
- Which decisions in your workflows must always stay with a person?
- How will staff roles and workloads change as more routine steps are automated?
- Who owns each process, and who approves changes to it before deployment?
- How will you sequence process changes with Xelence upgrades and staff training?
Terms used on this card
- Business process management (BPM)
- Designing, automating and tracking the steps of a business process, such as who approves what, and in what order.