This lesson provide provides a comprehensive understanding of approval workflows in EmpowerID, from the legacy workflow system's limitations to the advanced features and flexibility offered by the Approval Flow Engine. You'll gain insights into designing custom approval flows for different scenarios, improving efficiency, and enhancing security within your organization.
Types of Approval in EmpowerID:
EmpowerID offers two types of approval workflows: human approval routing within the workflow (Still use the legacy UI e.g. User Decision Forms.) and the Approval Flow Engine. This lesson provides an overview of these two approval types.
1) Limitations of Legacy Workflow Approval:
The legacy workflow system in EmpowerID (User Decision Form) had limitations in handling multiple approval steps and complex approval processes, especially for different types of objects or resources.
Single Approval Step:
Legacy workflows typically allowed only a single approval step for actions like adding an account to a group. This limited flexibility in handling complex approval scenarios.
2) Introduction to Approval Flow Engine:
The Approval Flow Engine is a more flexible and robust solution for handling approvals. It allows organizations to design custom approval flows for various resources and actions, providing greater control and scalability. Depending on the criticality of the resource you have requested, you can now have different approval flows for the same type of object, which was not possible previously and was very difficult to make dynamic.
Key Features of the Approval Flow Engine:
Dynamic Approval Routing.
Role-Based Approvals.
Approval Flow Policies.
Approval Flow Engine decouples approval processes from the main workflow, allowing for more flexibility in designing approval flows.
Approval Flow Policies and Rules
Approval Flow Policies play a pivotal role in the Approval Flow Engine. These policies define the sequence of approval steps and criteria for specific authorization processes.
Rule-Based Approver Resolvers:
Empower organizations to dynamically determine approvers based on specific criteria or conditions.
Fallback and Auto-Approval Rules:
Understand the use of fallback rules to ensure approvals don't get stuck and how auto-approval rules can streamline the process for certain cases.
Purpose and Benefits of Business Request Types:
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Managing Time Restrictions and Just-In-Time Access: Organizations can enforce time restrictions on approvals to ensure that access is granted for a limited duration. Just-in-time access allows users to activate permissions only when needed.
Recap of Key Concepts Covered in the Module: A final recap of key concepts covered in the module to reinforce learning.
This module provides learners with a comprehensive understanding of business request types, approval workflows, and how to configure, customize, and optimize them for various organizational needs. The labs and practical exercises ensure that learners can apply these concepts effectively in real-world scenarios.
Module Title: Advanced Business Request Types and Workflows
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Workflow Streamlining: Business request types simplify and automate processes, reducing manual effort.
Consistency: They ensure standardized handling of requests and compliance with predefined approval processes.Tracking and Auditing: Business request types facilitate request tracking and auditing for accountability.
Efficiency Gains: Automation of routine tasks saves time and resources.
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Understanding Approval Flow Policies: Approval flow policies serve as templates, defining approval steps and conditions for specific request types.Configuring Approval Flow Policies: Customizing approval flow policies for individual request types.
Cascading Logic for Policy Selection: Explaining the cascading logic used to select the most specific approval flow policy for a request.
Recap of Key Concepts: A final recap of the key concepts covered in the module, reinforcing learners' understanding.
This module equips learners with advanced knowledge of business request types, approval workflows, and how to configure, customize, and optimize them for diverse organizational requirements. Practical labs enable learners to apply these concepts effectively in real-world scenarios, enhancing their skills in request management and automation.
Advanced Workflow Configuration and Business Request Management
Lesson 1: Business Request Generation and Approval
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Approval Workflow Basics: Approval workflows define the steps and conditions required for request approval, ensuring compliance and proper review.
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