workflow automatic messaging based on business conditions

Workflow

Automatic messaging based on business

conditions

Workflow Introduction

What is Workflow?• A mechanism to detect specific pre-defined business conditions within the

STRATIX Business Operations and to inform/warn/alert appropriate individuals within the Organization

How Does it Work?• When a pre-defined business conditions is detected, a work flow

informational messages is sent out about the event to one or more individuals.

Benefits• Immediate communication of event• Eliminates phone calls or exception reports• Allows issue to be resolved immediately• Provides an on-line list of events to address

Parameter Setup

Organizational Functions


Assignments

Site Configured



Pre-Loaded in STRATIX

Organizational FunctionsBusiness Condition

Assignment

Site Configured

Organization Level Organization Function

Corporate System Administrator

Branch Sales Manager

Warehouse Receipt Office

Transaction Inside Salesperson

External Bank

Organization Level

Branch

Warehouse

Organization Function

Sales Manager

Receipt Office

Branch/Whs

CHI

CHI

Recipient

kathyh

billm

Business ConditionWarehouse Receipt Update

Completion

Receipt TypeOrg

Function

RecipientReceipt Office

Warehouse Organizational Functions

Warehouse Organization Function

Direct Shipment Administrator

Inventory Control

Warehouse Miscellaneous 1



Production

Office Receiving

Receipt Verifier

Warehouse Receiving

Replenishment

Planning & Scheduling

Shipping Manager

System Support

Test Certificate Viewer

Warehouse Manager

Functions Available

• The following provides an example of the organizational functions pre-loaded & available in STRATIX to direct workflow messages to.

Organization Function Assignments

• Flexible Configuration• Associates the Organization Functions to Designated

Recipients• Recipient Types:

• L-STRATIX Login ID (these go to the Workflow Message Queue)

• E-Email Address• Same STRATIX User ID can be configured against multiple

Organization FunctionsOrganization

LevelBranch

Warehouse

Organization Function

Sales Manager

Receipt Office

Branch/Whs

CHI

CHI

Recipient

kathyh

billm

Workflow Business Conditions

Sent with STRATIX Software• Identifies each Workflow Business Condition monitored in STRATIX• The severity levels cannot be changed• Example: Sales Order on Credit Hold• Contains a Message Severity Level:

• E-Error/Alert• W-Warning• N-Notification

Business Condition Assignments

• Flexible Configuration• Associates Business Conditions to Designated Recipients• Recipient Types:

• W-Workflow Organization Function• L-STRATIX Login ID• E-Email Address• I-Initiator of Business Condition Event

• Multiple Recipients can be notified per Business Condition Event

Workflow Message Routing

Optional Feature• Redirects Workflow Messages to another recipient if initial intended recipient

unavailable temporarily

Example:• If intended recipient is on vacation

Workflow Message Queue

• Similar to an email message “Inbox”• Dedicated to each STRATIX User ID• Initiated seamlessly when logging on to STRATIX• Displays Taskbar Icon on desktop whenever new Messages received• Taskbar Icon color-coded based on Message Severity Level• Automatic Refresh every 5 min for any new messages• A user can only view their own messages• Purged messages cannot be restored• Read messages are purged after 48 hours• Re-Sort columns by clicking on the appropriate column• Message appears in User Language

workflow automatic messaging based on business conditions

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