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Understanding Workflows




Workflow Explanation Table

Workflow

Explanation

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Basic

The Basic Workflow is the bare minimum workflow, where an action status is marked as open and changes to closed when completed.

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Basic with Approval

The Basic with Approval Workflow adds an intermediary step to the workflow. An approver is assigned (at the action level) to ensure that the action was satisfactorily completed before it given completed status.


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Complex with Approval

The Complex with Approval Workflow has several status phases (open, scheduled, in-progress) allowing for an action to be cancelled before being submitted for approval and completion.

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