Workflow Management

The Workflow Management section within the QMS Settings has a comprehensive Workflow Settings Page that simplifies and enhances the configuration of Quality Management System (QMS) workflows. It offers an intuitive, wizard-driven interface that guides Admin Users through the creation and customization of workflows, enabling precise control over stages, statuses, permissions, notifications, and actions associated with each record type.

Key Benefits

• Creating QMS workflows from the ‘Workflows’ page.
• Defining workflows with essential details such as name, profile type, description, record type, and workflow stages.
• Managing record and stage statuses via the newly introduced Record Status and Stage Status sections.
• Configuring stage-level settings, including permissions, authority assignments, form linking, field visibility, requirements, and validation rules.
• Assigning responsible teams or users to workflow stages through preconfigured roles or manual selection.
• Linking forms to workflow stages to control access and editing based on assigned authorities.
• Setting up advanced notification options, including group alerts and escalation levels, to support efficient communication throughout the workflow lifecycle.