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Workflow Automation Examples |
  
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Workflow Automation Examples |
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Here are some examples of processes that can benefit from optimization using workflow automation software:
Simple or Complex Workflows Can Be Automated
The automation of a given workflow process can involve one simple request/approval process or encompass several different workflow tasks and resources, triggered by set business rules. 1. Set of Instructions - walking a user through checking a piece of equipment to confirm that it was fully operational.
Something like this could be represented by a flow chart thus:
2. Information gathering - this would be something like a pre-quote checklist or an on-site recce.
This could also be used to generate risk assessments by asking appropriate questions to ascertain risk. For example, the mitigation required for a covid safe environment
3. Data Input - this would be something like an electrical safety test. There is both a requirement to walk the user through the correct testing path e.g Class 1 or CLass 2 equipment but also to collect those responses along with data measured by the user, which can later be queried via the QBE designer or Report engine.
This could be presented as a flow chart thus:
