Workflow
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The document describes an office automation management system (OAMS) that includes several modules. The key modules are workflow automation, HR management, calendaring and scheduling (C&S), and a mail gateway. The workflow module allows configuring business rules and processes. The HR module manages employee data and utilities. The C&S module handles calendars, scheduling, and leave tracking. The mail gateway integrates email, fax, VOIP and video conferencing. The system provides a client interface for users to access modules and a workflow engine to execute automated processes.
Workflow
- 2. Introduction Hafiz . M . Imran. Sadia Kausar. Qurratulain Faisal. Wajeeha Zahoor. Supervised by M Kashif Farooq & 2 Rabab
- 3. Project Requirements Or Demands Correspondence Management Mail Gateway E-Mail Applications Workflow Applications Tracking Staff Availability Employee Leave Tracking Status Reports Meeting Scheduling & Minute Distribution Bulletin Board 3
- 4. Project Requirements Or Demands Time Bound Reporting Procedures & Regulations Distribution System Citizen Liaison Center FAQ’s Government wide Announcements FAX (outbound & inbound) 4
- 5. System Modules Module 1 Module 2 Workflow HR Management OAMS Module 3 Module 4 C&S Mail Gateway Workflow Automation. HR Management. Calendaring & Scheduling (C&S). Mail Gateway. 5
- 6. References Microsoft Exchange Server BizFlow7 DIS (Document Imaging Solutions) for e-DMS (Electronic Document Management Systems) LaserFiche Workflow Suite Cabinet NG ProcessIt Lotus Notes, Domino and Workflow designer Theoretical Note (Workflow Management Coalition) 6
- 7. Module 1 Workflow Automation 7
- 8. Workflow Module Business Rule Architect Client Interface Workflow Engine 8
- 9. Business Rule Architect Creation of project Selection of groups for business process Form Designer Business rule architect Configuration of selected process Configuration of decision 9
- 10. Business Rule Architect Use Case Creation of project Selection of groups for business process Form Designer Business Business rule architect rules designer Configuration of selected process Configuration of decision 10
- 11. Example 11
- 12. Note Sheet Example What is Note Sheet? Note sheet is an internal official procedures for approval of any thing like: - Financial - Purchases - Hiring.. etc. 12
- 13. Steps for New Request (Note Sheet) Step-1: PM creates a note sheet, attach a signed document and submit it to Manager Admin. Step-2: Manager Admin check the document according to his tasks/restrictions. If required then submit it to GM. If he has any objection he can also write a note. Step-3: GM check the document according to his tasks and restrictions. Send it to final destination i.e Chairman. Step-4: Finally the Chairman checks this document. He can reject it, make any objection or can approve it. 13
- 14. Note Sheet Designing Project Creation Selection of Group for Business Project Form Designer Business rule Architect Configuration of Selected Process Configuration of Decision 14
- 15. Client Interface Document Owner Selection Of Templates Entering Document Attachments Signatures Submit View Work Status View Pending documents View Tracking View Log 15
- 16. Document Owner Use Case Selection of template Entering Document Database Query Attachments Workflow Engine Mail/Fax/Scan Signature Submit Document View Work Status owner Routing View Pending Documents Workflow Engine View Tracking Database Query View Log 16
- 17. Client Interface Document Processor Receiving Documents Fulfill His Tasks Apply note Objection/Rejection Submit For Further processing Approval & Signature View work Status View Pending documents View Tracking View Log 17
- 18. Document Processor Use Case Receiving Document Fulfill his Tasks Apply Note/Objection /Rejection Workflow Routing Engine Submit for further processing Approval & Signature Document Processor View Work Status Workflow Database View Pending Documents Engine Query View Tracking 18 View Log
- 19. Client Interface Example Desk Of Note Sheet Writer Desk Of Manager Admin 19
- 20. View Facilities Log History Work Status & Tracking Pending Documents 20
- 21. Workflow Engine What is Workflow Engine? “A software service or "engine" that provides the run time execution environment Business Rule Architect for a workflow instance”. Workflow Engine Process Structure Activities & Navigation Roles & Participants Trigger Conditions Application invocation Etc... Client Interface 21
- 22. Workflow Engine Interpretation of the process definition Control of process Instances Navigation between process activities Sign-on and sign-off of specific participants Issue a task list for a particular user Maintenance of workflow data Interface to invoke external applications Supervisory actions for control administration and audit purposes 22
- 23. Workflow Engine Use Case Interpretation of the process definition Control of process instance Navigation between process activities Sign-on and sign-off of specific participant Workflow Engine Issue a task list for a particular user Maintenance of workflow data Interface to invoke external applications Supervisory actions for control, administration and audit purposes 23
- 24. Module 2 HR Management 24
- 25. HR Management Module Data Entry Functions Utility Functions 25
- 26. Data Entry Functions Personnel Information Spouse Information Qualification Matrix Professional Training Detail Posting Information Countries Visited ACR (Annual Character Report) Inquiries Experience 26
- 27. Data Entry Functions Use Case Personnel Information Spouse Information Qualification Matrix Professional Training Details Posting Information Data Entry User Countries Visited Information (HR Management) Annual Character Report Inquiries Experience 27
- 28. Utility Functions HR Search Engine Checking Staff Availability Post Tracking Search By Name Search By Designation Search By Qualification Search By Training Search By Posting Search By Countries Visited Search By Experience 28
- 29. Utility Functions Use Case Checking Staff Availability Post Tracking Search by Name Search by designation Search by Qualification Search by Training Search by Posting Common User Search by Countries Visited Search by Inquiries Search by Experience 29
- 30. Module 3 Calendaring & Scheduling 30
- 31. C&S Module Enter Calendar Profile/C&S Configuration. Calendar Entries For Reminder. C&S Freetime Manager. Responding To Invitations. Bulletin Board. Employee Availability/Leave Tracking. 31
- 32. C&S Use Case Enter Calendar Profile / C&S Configuration Launching C&S Freetime Calendar Entries (Reminder) User. Responding To Invitation Bulletin Board Employee Leave Tracking 32
- 33. Enter Calendar Profile Allowing Others to view your calendar Delegation profile Scheduling Options – Default meeting duration. – Enable Alarm notification. – Automatically sets alarms. Freetime Option – Specific users can read. – Allowable Freetime. 33
- 34. Calendar Entries For Reminder Appointments Invitations Events Anniversaries Description Date & time Repeat Options – Pencil In – Not for public Viewing 34
- 35. C&S Freetime Manager When user Creates An Appointment Meeting Invitation Events Anniversaries Entry Resource Reservation 35
- 36. Responding To Invitation Accept or Decline. Delegate your attendance to someone else. Propose an alternate time. 36
- 37. Module 4 Mail Gateway 37
- 38. Mail Gateway Module Mail Fax Voice Over IP Video Conferencing 38
- 39. Mail Gateway Use Case Mail Management Mail Server Fax Management Fax Server Routing User Voice Over IP VOIP Module Video Conferencing VC Module 39
- 40. Mail Gateway Use Case Configuring Emails Marinating Address Book Updating User Database Mail Server Defining Rights Admin Handling Data Replication Handling Backup Database Server 40
- 41. MAIL Viewing List Of Incoming Messages Read Mail Compose Mail Replying To a Mail Messages Forward Mail Managing Mail Folders 41
- 42. Mail Use Case Viewing list of Incoming Messages Reading Mail Compose Mail Replying to a Routing Mail message Mail Server User Forwarding Mail message Managing Mail Folders 42
- 43. SRS Section Covered Section 1: Introduction Section 2: Overall Description Section 4: System Features Section 5: Use Case Model Section 7: User Interface Section 10: Traceability Matrix 43
- 44. SRS Section Uncovered Section 3: External Interface requirements Section 6: Elaborated Use Cases Section 8: Nonfunctional Requirements Section 9: Data Dictionary 44
- 45. Thank You 45
- 46. 46
- 47. Project Creation 47
- 48. Selection of Group 48
- 49. Form Designer Defining Fields 49
- 50. Form Designer Designed Template 50
- 51. Business rule Architect 51
- 52. Configuration of Selected Process Tasks 52
- 53. Configuration of Selected Process Target Time 53
- 54. Configuration of Selected Process Restrictions 54
- 55. Configuration of Decision 55
- 56. Calendar Entries 56
- 57. Calendar Profile Basics 57
- 58. Calendar Profile Freetime Option 58
- 59. Calendar Profile Alarm Option 59
- 60. Delegation Profile Mail Delegation 60
- 61. Delegation Profile Calendar Delegation 61
- 62. Client Interface Desk Of Note Sheet Writer 62
- 63. Client Interface Desk Of Note Sheet Writer 63
- 64. Client Interface Desk Of Manager Admin Tool Bar for checking Tasks Text Box for writing Note if any 64
- 65. Personnel Information 65
- 66. Spouse Information 66
- 67. Qualification 67
- 68. Training 68
- 69. Postings 69
- 70. Country Visited 70
- 71. Read Inbox 71
- 72. Compose Mail 72
- 73. Group Selection 73
- 74. Freetime Search 74
- 75. Pending Document 75
- 76. Log History 76
- 77. Work Status / Tracking 77