Adding and Removing Workflows

In the AP Jelli system, workflows are essential for streamlining various processes. This guide will walk you through the steps to add and remove workflows effectively.

Prerequisites

Before you begin, ensure you have the following:

• Administrative access to the AP Jelli system.
• A clear understanding of the workflow you want to add or remove.

Adding a Workflow

1. Navigate to the Workflow Management Section

   • Log in to the AP Jelli system.
   • Go to the 'Workflow Management' section from the main menu.

2. Click on 'Add New Workflow'

   • Locate and click the 'Add New Workflow' button. This will open a new window or form.

3. Fill in the Workflow Details

   • Name: Provide a unique name for the workflow.
   • Description: Add a brief description of what the workflow entails.
   • Steps: Define the steps involved in the workflow. Each step should have a clear action and responsible party.

4. Configure Workflow Settings

   • Set any specific rules or conditions for the workflow.
   • Assign roles and permissions to ensure only authorized personnel can execute the workflow.

5. Save the Workflow

   • Review all the details and settings.
   • Click 'Save' to add the workflow to the system.

6. Test the Workflow

   • Run a test to ensure the workflow operates as expected.
   • Make any necessary adjustments based on the test results.

Removing a Workflow

1. Navigate to the Workflow Management Section

   • Log in to the AP Jelli system.
   • Go to the 'Workflow Management' section from the main menu.

2. Select the Workflow to Remove

   • Locate the workflow you wish to remove from the list of existing workflows.

3. Click on 'Delete'

   • Click the 'Delete' button next to the workflow. A confirmation prompt will appear.

4. Confirm Deletion

   • Confirm the deletion by clicking 'Yes' or 'Confirm' on the prompt.

5. Verify Removal

   • Ensure the workflow has been removed from the list.

Tips for Configuring Workflows

• Document Each Workflow: Keep a record of all workflows, including their steps and rules.
• Regular Reviews: Periodically review workflows to ensure they are up to date and still relevant.
• User Training: Ensure all users are trained on how to execute and manage workflows.

By following these steps and tips, you can efficiently manage workflows in the AP Jelli system. For more information on related processes, check out our Application Approval Process and Bill Generation in CFMA guides.