June 2020

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If you’ve been using Vista Workflow for a while, you will have built up a little history of completed (and in-progress flows). That means you have data that you can analyze. For example, what is the average time it takes for flow to complete from start to finish? Do different flows for different purposes take…

Read More Workflow Best Practices: Use the Workflow Administration Reports to Fine-Tune Your Processes

Workflow Best Practices, Part 11: Tailor Email Notifications with Relevant Information Workflow Best Practices, Part 11: Tailor Email Notifications with Relevant Information

In an earlier article, we discussed tailoring workflow participant screens to hide, enable, or highlight information to make it more relevant and useful. The same logic applies to your workflow notification emails—e.g., when an employee gets an email from the workflow engine that they have an approval action sitting in their queue. Instead of forcing…

Read More Workflow Best Practices: Tailor Email Notifications with Relevant Information

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Keeping on top of the constantly changing marijuana laws in the United States can be a real challenge for employers. As legalization in every state becomes more of a reality, employers need to be ready to address the challenges associated with it, including workplace safety, absenteeism, and productivity. And, when every state has different regulations,…

Read More An Update on What You Need to Know About Cannabis Legalization

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With so many organizations disrupted by the COVID-19 pandemic, PDS and the PDS User Group Steering Committee have reassessed our ability to successfully conduct an in-person conference this September. Between the corporate financial consequences that have caused some PDS customers to furlough staff and others to implement across-the-board pay cuts as well as travel restrictions;…

Read More PDS UGA Conference Update

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In an earlier article we discussed properly modeling your flows to mirror how you actually conduct business (as opposed to your ideal business practices). But, you can take this concept too far—adding numerous steps, branches, and loops—to cover every possible scenario that might exist. As a result, your flows become too complicated and hard to…

Read More Workflow Best Practices: Don’t Overcomplicate Your Flow Models

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This might seem like more of “programmer-oriented” article, but in a way, creating flow templates is a little like programming. You must model your business practice to make sure that the flow does what it is supposed to do. As such, you must make sure that if you diagrammed your flow, all the steps not…

Read More Workflow Best Practices: Use the Catch-All “Else” in Auto-Decision Steps