Sample Workflows and Processes

Listed below are some of the sample workflows included with your HighOrbit Workflow evaluation account. Each sample is designed to highlight different features of our workflow application.

To-Do Assignment
The To-Do process is a very simple task assignment and tracking workflow. An initiator creates a task, gives it a description and due date, and assigns it to a person or a group. The initiator can track the status of the task through the web interface using the "Search" link.

The To-Do process shows the task summary list, task detail page, task reassignment, and task completion buttons.

HR - New Hire
The New Hire workflow shows how you can coordinate multiple departments in a medium-complex task such as hiring a new employee. Tasks can be assigned to multiple departments, such as creating a work area, setting up the payroll, and creating computer accounts.

Some tasks in this workflow can be worked simultaneously, while others depend on their predecessors to complete. As always, the status of each process instance can be tracked using the Search page in the web interface.

Accounting Tasks
The Accounting Tasks workflow show two simple payroll reminder tasks that kick off on a periodic schedule. In the example, one task runs monthly, the other quarterly. These processes are meant to be customized for each individual company.

Cash Deposit Audit
Simulates a daily cash deposit scenario. A person at the front desk records the day's cash receipts, an accounting clerk makes the bank deposit, and the deposit is later reconciled with the bank. If any of the reported amounts differ by more than $5, an accounting audit is triggered and a notification is sent to the CFO.

Loan Application
The Loan Application workflow shows the beginning steps of a home loan application process. The first few steps involve entering borrower information. Afterwards, various groups are responsible for entering researched data based on income verification checks and credit reports.

Later in the the process, the loan-to-value ratio is calculated based on the process data. A Decision step can be added to automatically reject loan applications that fall below a pre-defined criteria.

Purchase Order
The Purchase Order process shows a simple PO workflow in which a business rule dictates that any purchase order over a certain amount must have a Corporate Officer approval. A Decision step is used to enforce the business rule.

Time Sheet
The Time Sheet, or Weekly Hour Reporting process shows an example workflow using "Group" data. For this process, every user that belongs to the "Hour Reporters" group is assigned a task to enter their hours worked information every week.

Instead of the system waiting for one member of the group to complete the task, every member of the group must complete his or her own task. The information is consolidated into table form and reported to the payroll department at the end of the period.

Voice Mail Activation
This workflow was taken from a real company who, as a security precaution, required their employees to notify I.T. when they had activated their voice mail account. If a new employee failed to report activation of their account, the account was disabled.

This example also shows how an "instructional" PDF document can automatically be sent as an attachment to the task using the "Instructions" data element.

Support Incident
This workflow shows how a help desk call can be evaluated, assigned, and tracked using HighOrbit Workflow. The support call can originate from a phone call, a support email, or from a link on the company Intranet. Task details and time summaries are maintained using the "Line Item" data type.

Update Shipment Database
This example shows how an external database can be updated based on information in a process. The example asks for package shipment information such as a customer address and tracking number. The workflow sends an email to the customer with the tracking number, and then adds a record to an external database using the DB Update Action.