Workflow Management

The QMS Workflow Management introduces a structured and configurable approach to defining and managing quality workflows within the Quality Management System. With a dedicated Workflow Settings Page, users gain a centralized interface to configure and manage workflows, ensuring seamless control over processes.

The introduction of Workflow Management enables workflow creation, allowing users to define workflow names, descriptions, record types, and stages while leveraging a wizard-based setup that guides them step by step through the configuration process. Users can customize workflow stages and statuses, assign role-based permissions, and designate responsible teams or individuals for each stage to ensure the record is reviewed and transitioned to the next stage. Additionally, users can link forms to specific workflow stages. To further enhance efficiency, the notification options support group-based alerts and escalation levels, ensuring timely communication. Workflow management enhances traceability, governance, and compliance, providing organizations with a seamless way to structure and optimize quality processes.