Interacting with Workflows
Workflows that use People Nodes allow for human interaction with documents and jobs within the workflow. Interactions with the workflow occur within the Dispatcher Stratus tenant website. Common examples of these interactions include:
- Document approvals.
- Performing a necessary action outside the scope of the Dispatcher Stratus tenant, such as making a phone call or fixing a microwave.
- Reassigning the job to another employee.
- Etc.
Completing a Job
After a job has been assigned to you, you can access it, view any of the listed information, and take any necessary actions, such as approving the job. For more information about job assignments, see the People Nodes page. To complete a job, do the following:
- Navigate to the Jobs page.
- Select the job you would like to complete. This will take you to a page with detailed information about that job (described above).
- Complete the task associated with the job.
- Select the appropriate button in the upper-right hand corner.
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For jobs from the People User node, created by the People Queue and already claimed, and created by the User Group where the workflow is configured with a user-selectable connector connecting to the next node, this button is labeled Action. Select the next destination for the job. Then, select the Done button to complete the job.
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For jobs where the workflow is configured with a standard connector connecting to the next node, this button is labeled Done. Select this button to complete the job.
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For Jobs created by the People - Edit and Approve node, there are two buttons: Deny and Approve. Select one to complete the job.
You will be returned to the Job or Job Queue page, based on where you accessed the job from. You will no longer see the job in your Jobs or Job Queue (unless you are also assigned in the next People Node in the workflow), though the job will still appear in your Tracker, if you have previously added it there.
Example 1 - Newspaper Editorial Process Workflow
The Newspaper Editorial Process Workflow, one of the many Sample Workflows available on our website (https://sec.kmbs.us/version2/products/dppe/samples-stratus.html#), is a simple workflow that demonstrates the task management capabilities of Dispatcher Stratus.
Workflow Goals
This workflow was designed to streamline the process for writers to submit articles and editors to publish those articles.
Workflow Overview
The articles are submitted through Dropbox, reviewed and edited using People Queue nodes, and sent for final approval in a People User node, before being saved in a separate Dropbox folder.
Workflow in Action
In this video, you will see:
- How to submit documents via non-MFP collection
- How users can claim Job Queue jobs
- Actions job owners can take, including:
- Viewing and adding attachments
- Adding notes
- Selecting next steps
- Completing a workflow
Example 2 - IT Request Workflow
This workflow demonstrates an example of how you can use an Internal Form node to collect information and begin a workflow.
Workflow Goals
This workflow is designed to streamline the IT request process. Before, many requests were sent via email and lost or deprioritized. With this workflow, steps are clearly defined and easy to follow for all parties involved.
Workflow Overview
The initial request is made through an Internal Form node. The form data is sent to the IT Manager in a People Group. The It Manager then sends it to the correct Department Manager in a People User node for approval. After it has been approved, it is sent to the IT Technician Queue for completion. After the request has been fulfilled, the relevant parties receive an email with any vital information.
Workflow in Action
In this video, you will see:
- How users can submit information via internal form capture
- How users can process and approve jobs
- How users can claim Job Queue jobs
- Actions job owners can take, including:
- Adding notes
- Selecting next steps
- Completing a workflow
Example 3 - New Hire Onboarding
This workflow streamlines and clarifies all the steps that are necessary to get a new employee set up within a company’s system.
Workflow Goals
The company’s old onboarding process was inefficient and disjointed; new hires would sometimes wait days for full access to systems, due to requests being missed or mishandled. Dispatcher Stratus allowed the company to create a simple, straightforward workflow so no steps are missed and new hires can be up and running within minutes.
Workflow Overview
The new hire uses an External Form to submit vital onboarding information. The information is reviewed by the HR Group, then saved in a SharePoint Online folder. The information is also Converted to PDF and sent to the IT Department in a People Queue node for laptop assignment. Next, the orientation class is scheduled by using a Form Selector and a People Group node together. Finally, the new hire’s manager reviews, approves the onboarding in a People User node, and the new hire is sent an email with details about their start date and onboarding.
Workflow in Action
In this video, you will see:
- How users can submit information via internal form capture
- How users can process and approve jobs
- Actions job owners can take, including:
- Viewing attachments
- Adding notes
- Adding or modifying form data within a job
- Selecting next steps
- Completing a workflow