Hi all
_____________ asked me last week to add "approvals by Client Funds Management Team" into our workflows. Today I've done this in draft, see attached.
N.b. don't be put off by the number of steps in the workflows: the more carefully these diagrams are drawn up, the smoother the workflows go. If you try to make the diagrams too simple, users start to receive unnecessary emails, and emails that are not specific enough to respond correctly to the request the original user has made.
A critical aspect of these workflows is that if any one tool learns that a user is, for example, a house supervisor, or a cost centre or client has just come on deck, all tools must learn this. Otherwise, the risks include:
- Line managers will be approving the same sorts of information multiple times
- One tool being denied access to an active cost centre or client while another tool seeks details that the first tool does not require (e.g. CERS housekeeping budget, resi statement and OHS, for example, do not need the RTF number, but the CERS TSS does)
- Etc.
The attached workflows cover these scenarios (for example, OHS can get going with a new cost centre, while TSS waits for additional details to be approved by the Client Funds Management Team)
Please let me know if you have any feedback, as these diagrams are the behind the generation of a large number of emails per week, and of course, managers and users want these emails to be exactly meet their original requests for changes.
Rgds
Damien