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Document your processes, so you won't get lost later....

Posted by FlowWright on Mar 5, 2019 2:24:49 PM

Documenting your business processes is just as important as actually applying automation to your processes.  There are several reasons why you should always document what your team is doing when creating and editing processes; we summarize some things to consider below.

  • Documentation for audit purposes
  • Documentation for colleagues to collaborate and understand
  • Document for your own sake, to track best practices + efficiency

FlowWright provides several mechanisms to easily document what you are working on.  Starting from a workflow definition, there are 2 kinds of comments that can be used, inline comments or definition comments.  Here's an example of an inline comment:

When making process level changes, you can also use definition comments to identify the change, this would be similar to a check-in comment in a source code control system.  Here are examples of definition comments use cases:

After selecting "Definition Comments", enter whatever comment you want and click save.  Definition comment lists will render as follows:

You can also enter detail documentation at every step by using the "Documentation" input on each step (as shown below).

Audit history for a given workflow definition or instance will give you a detail history for the item, this can be used as documentation if needed as well:

Workflow definition and instance will also be able to generate a PDF of the report documenting the process.  To know, a workflow instance contains runtime data on top of the design, audit history for the workflow instance will show detailed information for the execution under Business Intelligence (as shown below): 

As mentioned before, FlowWright provides many levels of documentation for your processes so you can be sure to track success and be prepared for audit purposes, should they ever happen.  Take the time to document your processes NOW, so that won't get lost in them later. 

Have questions on how FlowWright can help your business? Let's Talk. 

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Topics: workflow validation, .net workflow solution