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More articles to help you with Workflow Manager:

Introduction to Elements Workflow Manager

Elements Workflow Manager Salentica Default Templates

Elements Workflow Manager Settings

Workflow Manager Step Layout Options

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Video Summary

Salentica Elements offers a set of six default workflows designed to streamline various business processes. This video provides an insight into these workflows and gives a comprehensive view of the Account Opening - Standard Workflow Template as an example.

 

Default Salentica Workflows in Elements

• Account Opening - Standard
• Address Change
• Client Onboarding - Standard
• Deposit - Standard
• Risk Tolerance Update
• Withdrawal - Standard

 

Accessing the Workflow Manager Templates

 

1. Access through the App selector located on the top left.
2. Switch from the Elements app to Elements Configuration.
3. Select Workflow Templates to see the six default templates.
4. Open the selected Template by clicking on the name. 

 

Workflow Template Features

 

• Details Tab:

  • Unique workflow template name
  • Categorization of workflow type and subtype
  • Estimation of Business Days for Completion
  • Description for added context
  • Frequency setting (e.g., one-time or every X days/weeks/months)
  • Option to copy steps from an existing template

 

• Steps Tab:

  • Steps create the Tasks to be assigned in a workflow
  • Specify the order of task assignment
  • Define the assignee and timing for each task
  • Types: Tasks, Approvals, and Checklists

 

• Order of Steps:

  • Linear: Sequential order
  • Concurrent: Multiple tasks executed simultaneously

 

• Approvals:
  • Rejection steps: Workflow can be adjusted if a task is rejected
  • Two options: Cancel Workflow or Reopen Preceding Step

 

• Checklists:

  • Detailed sub-tasks to be completed for a single task
  • Weighting in checklists: Percentages for each checklist item
  • Should be created before adding it to the step

 

• Data Tab:

  • Optional feature that displays specific data or details to the workflow

 

The latest Salentica Elements package is equipped with six default workflows to aid your business in automating your processes. With features like task assignments, checklists, and approval steps, these workflows offer customization to cater to specific business needs. The video offers a clear understanding of how the Workflow Manager Templates operate, aiding in optimizing workflow management.