Beginners Guide to Workflows

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Workflows

Workflows are the cornerstone of Vision project management. Proper implementation of Workflows is key in successfully using Vision to grow your business.

At the core, Workflows are kicked off by an event, such as an Equipment Request, a Fiber Service Order or a Service Outage. The event triggers a prescribed series of Tasks and Actions, completed by assigned resources like people or integrated systems, to achieve an outcome.

Workflows may interact with all other aspects of the Vision environment. For example, a Workflow may be triggered by the creation of an invoice or itself create an invoice as an action within the Workflow.

Workflows begin with designing the order of actions you wish to model. Using Vision’s simple drag and drop interface, managers can design processes from the simple to the complex, generating child tasks from multiple parents or modeling conditional branches given feedback from assigned users.

Tasks in this flow may be assigned to specific users and groups as desired, broadening or narrowing the people needed to complete work. When a Workflow is kicked off, users may see tasks assigned to themselves, their department, or their employees. A manager can review tasks that are aging or past due; taking corrective action, thereby improving transparency and accountability.

Visit the Workflow Processes page to learn more about how Workflows are displayed on a Subscriber page.