Work Flow

The Workflow module provides workflow process capabilities, from defining and implementing review/approval workflows to setting up checklists of tasks and implementing automated email notifications.

Process Workflows

Process Workflows force documents that meet a defined criteria to follow a specific approval/review process. For example, if all PO items for a job that are greater than $25,000 need to be reviewed by the project manager before they can be sent to accounting, you can create a Process Workflow in the application so that the system enforces this approval process. For more information about the workflow process, see Review/Approval Process Workflow.


A checklist is a list of tasks that need to be performed to complete a workflow. For example, you can set up a checklist containing the tasks necessary to complete a Month-End Accounts Payable log. You can customize the tasks in a checklist and assign them to specific users, giving users a way to see what tasks they need to perform. Checklists also provide administrators/managers a way to control how a workflow is performed and allows them to review the current progress of specific workflows. For more information, see Checklists.


Notifier handles the automated email notifications generated by the Process Workflow and Checklists features, and can be used to create your own notifications. For more information, see About Automated Notifications.