The embedded internal workflow lets users forward or route work items to another role or person in the organization for completion or validation. It serves as a built-in automated approval process that can be applied to any record or document created in the system by forwarding work to the appropriate role. It must be specifically enabled before it can be used.

The workflow is a generic function that can be started from the Tools menu of an individual screen. The user must have a role that has been given access to create workflows in Role Permissions Maintain (36.3.6.5) in order to initiate a workflow.

Workflow is also used with the Scan daemon. See for details.

The record attached to the workflow is assigned to a role. All users that belong to that role receive a notification as an entry in their Inbox. Optionally, when the E-mail Notification check box is selected, users also receive an e-mail notification. The e-mail address is taken from the user record in User Maintenance (36.3.1).

You can display the Workflow Inbox as follows:

A system administrator can monitor workflow objects that have been created and never acted on. In some circumstances these objects may need to be removed from the system, for example, when an employee has left the company.