> Understanding Workflow Terms

Refer to the following table for definitions of common workflow terms:

Term

Definition

Workflow Process

A set of one or more linked procedures or steps which collectively accomplish a business objective or policy goal, normally within the context of an organizational structure defining functional roles and relationships

Step

A description of an action that forms a logical step within a process. A step may be a manual activity, i.e., a person must complete the activity, or it can be an automated activity. An automated activity requires human and/or machine resources to support process execution; where a human resource is required, an activity is allocated to a workflow participant.

Document

A specific document type, e.g., purchase order number 12045

Role

The resource assigned to complete the job/process

Workflow Instance

Document types, e.g., the workflow specific to work order number 11034

Transition

The action of moving between workflow processes. Transition is configurable via parameters