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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

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In the last article we talked about modeling your actual business practices, not your hoped-for business practices. As part of that, we reviewed the situation with a real organization who tried to model their desired leave request process instead of their actual one. Their expected process was that all leave requests required manager approval before…

Read More Workflow Best Practices: Use Late Notifications, Auto-Redirecting, and Auto-Rerouting

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You’re successfully using manager and employee self-service with Vista Workflow for key business processes, such as performance reviews and requesting time off. Everything is running smoothly until you encounter these two scenarios: Managers (approvers) are not always available when approval requests come their way. They might be on vacation, sick, or otherwise indisposed. Some senior…

Read More Workflow Best Practices: Using Proxies