Synergi User Manual

Workflow Setup Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

Workflow Process List (Panel)
<Workflow Process Filters> (Sub-Panel)
Process Code	This is the user defined code associated with the respective workflow process, e.g., FCAWFH - FULL PL APPLICATION FLOW.
Process Name	This is the user defined brief description, of the respective workflow process code, e.g., FULL PL APPLICATION FLOW.
<Workflow Process Codes List> (Sub-Panel)
Process Code	This is the code associated with the respective workflow process, e.g., FCAWFH - FULL PL APPLICATION FLOW.
Process Name	This is the brief description, of the respective workflow process code, e.g., FULL PL APPLICATION FLOW.
Category	This is the group of the respective workflow process, e.g., LOS - Origination Workflow, and CR - Credit Workflow.
Process Type	This is the system’s workflow process, e.g., FCA_WF - Full Credit Application Workflow.
Last Approved Date	This is the most recent date that the respective workflow process code has been approved for use in system.
Pending Approval	This is an indicator whether the respective process code requires the approval from the supervisor or manager. Checked check box means pending for approval from supervisor or manager. Otherwise, the approval from supervisor or manager is not required.

Workflow Process List (Panel)

<Workflow Process Filters> (Sub-Panel)

Process Code

This is the user defined code associated with the respective workflow process, e.g., FCAWFH - FULL PL APPLICATION FLOW.

Process Name

This is the user defined brief description, of the respective workflow process code, e.g., FULL PL APPLICATION FLOW.

<Workflow Process Codes List> (Sub-Panel)

Process Code

This is the code associated with the respective workflow process, e.g., FCAWFH - FULL PL APPLICATION FLOW.

Process Name

This is the brief description, of the respective workflow process code, e.g., FULL PL APPLICATION FLOW.

Category

This is the group of the respective workflow process, e.g., LOS - Origination Workflow, and CR - Credit Workflow.

Process Type

This is the system’s workflow process, e.g., FCA_WF - Full Credit Application Workflow.

Last Approved Date

This is the most recent date that the respective workflow process code has been approved for use in system.

Pending Approval

This is an indicator whether the respective process code requires the approval from the supervisor or manager.

Checked check box means pending for approval from supervisor or manager. Otherwise, the approval from supervisor or manager is not required.

This panel will be displayed, when the function screen has been opened.
The purposes of this function, are as follows:-
- To view the list of workflow process codes, created.
- Access point to create workflow process codes.
- Access point to view the details of each selected workflow process code.

Workflow Process Details (Panel)
<Workflow Process Code> (Sub-Panel)
Process Code	This is the code associated with the respective workflow process, e.g., FCAWFH - FULL PL APPLICATION FLOW.
Process Name	This is the brief description, of the respective workflow process code, e.g., FULL PL APPLICATION FLOW.
Category	This is the group of the respective workflow process, e.g., LOS - Origination Workflow, and CR - Credit Workflow.
Process Type	This is the system’s workflow process, e.g., FCA_WF - Full Credit Application Workflow.
Workflow List (Sub-Panel)
Effective Date	This is the date of which a workflow process code will be available for use in system.
Status	This is the status of the respective workflow process code. The options, are as follows:- N - New (When the workflow is still in draft form, or during approval, the workflow process code has been returned for rework) P - Pending (When the workflow code has been submitted for approval and is pending for decision) A - Approved (When the workflow process code has been approved)
In Effect	This is to indicate whether a workflow process code can be readily used for tagging to the related business rule. The options, are as follows:- Yes (Ready for used) No (Not available for use)
Remarks	This is the comments or highlights on the respective workflow process code.
Create On	This is the date that the respective workflow process code has been created.
Create By	This is the User ID of the user who has created the respective workflow process code.
Workflow State (Sub-Panel)
No.	This is the order of a list of numbers from the smallest value to the largest value that associate the priority of the respective state or task contained in a workflow process code.
State Code	This is the code and name of the respective state or task contained in a workflow process code.
State Description	This is the name or brief description of the respective workflow state code.
Implement	This is to indicate whether the respective workflow process state is to be included in a workflow process. The options, are as follows:- Y - Yes (To be included in a workflow process) N - No (Not to be included in a workflow process) Note: If the workflow state is mandatory, then the workflow state must be included in a workflow process.
Mandatory Stage	This indicates whether the workflow process state must be included into a workflow process. The options, are as follows:- Y - Yes (Mandatory) N - No (Optional)
Rework to No.	This is to indicate in which other workflow state(s) that the respective workflow state or task contained in a workflow process can be reverted for rework, e.g., 0,1 indicates that rework can be performed at workflow state order no. 0 and 1.

Workflow Process Details (Panel)

<Workflow Process Code> (Sub-Panel)

Process Code

This is the code associated with the respective workflow process, e.g., FCAWFH - FULL PL APPLICATION FLOW.

Process Name

This is the brief description, of the respective workflow process code, e.g., FULL PL APPLICATION FLOW.

Category

This is the group of the respective workflow process, e.g., LOS - Origination Workflow, and CR - Credit Workflow.

Process Type

This is the system’s workflow process, e.g., FCA_WF - Full Credit Application Workflow.

Workflow List (Sub-Panel)

Effective Date

This is the date of which a workflow process code will be available for use in system.

Status

This is the status of the respective workflow process code.

The options, are as follows:-

N - New (When the workflow is still in draft form, or during approval, the workflow process code has been returned for rework)
P - Pending (When the workflow code has been submitted for approval and is pending for decision)
A - Approved (When the workflow process code has been approved)

In Effect

This is to indicate whether a workflow process code can be readily used for tagging to the related business rule.

The options, are as follows:-

Yes (Ready for used)
No (Not available for use)

Remarks

This is the comments or highlights on the respective workflow process code.

Create On

This is the date that the respective workflow process code has been created.

Create By

This is the User ID of the user who has created the respective workflow process code.

Workflow State (Sub-Panel)

No.

This is the order of a list of numbers from the smallest value to the largest value that associate the priority of the respective state or task contained in a workflow process code.

State Code

This is the code and name of the respective state or task contained in a workflow process code.

State Description

This is the name or brief description of the respective workflow state code.

Implement

This is to indicate whether the respective workflow process state is to be included in a workflow process.

The options, are as follows:-

Y - Yes (To be included in a workflow process)
N - No (Not to be included in a workflow process)

Note: If the workflow state is mandatory, then the workflow state must be included in a workflow process.

Mandatory Stage

This indicates whether the workflow process state must be included into a workflow process.

The options, are as follows:-

Y - Yes (Mandatory)
N - No (Optional)

Rework to No.

This is to indicate in which other workflow state(s) that the respective workflow state or task contained in a workflow process can be reverted for rework, e.g., 0,1 indicates that rework can be performed at workflow state order no. 0 and 1.

This panel will be displayed, as follows:-
- For new workflow process codes:-
  - After user has inputted the main workflow process code details and clicked once on the button.
  - After has clicked once on the 'Existing Process Code' button.
- After user has clicked once on the button' of a record at the 'Workflow State' sub-panel.
The purposes of this panel, are as follows:-
- To view the list of different dates' versions of a workflow process scheme of a same work process.
- Access point to view the details of the workflow process code and each related workflow states.
- Access point to overwrite the details of the selected workflow process code and each related workflow states, provided the workflow process code is still in the 'N - New' status.

Workflow Process Details (Pop-Up Window)
Effective Date	This is the date of which a workflow process code will be available for use in system.
Status	This is the status of the respective workflow process code. The available options, are as follows:- N - New (When the workflow is still in draft form, or during approval, the workflow process code has been returned for rework) P - Pending (When the workflow code has been submitted for approval and is pending for decision) A - Approved (When the workflow process code has been approved)
In Effect	This is to indicate whether a workflow process code can be readily used for tagging to the related business rule. The options, are as follows:- Yes (Ready for used) No (Not available for use) No (Not in use)
Remarks	This is the comments or highlights on the respective workflow process code.
Create On	This is the date that the respective workflow process code has been created.
Create By	This is the User ID of the user who has created the respective workflow process code.
Updated On	This is the date that the respective workflow process code has been updated.
Updated By	This is the User ID of the user who has updated the respective workflow process code.
Approved On	This is the date the respective workflow process code has been approved.
Approver User ID	This is the User ID of the user who has approved the workflow process code.

Workflow Process Details (Pop-Up Window)

Effective Date

This is the date of which a workflow process code will be available for use in system.

Status

This is the status of the respective workflow process code.

The available options, are as follows:-

N - New (When the workflow is still in draft form, or during approval, the workflow process code has been returned for rework)
P - Pending (When the workflow code has been submitted for approval and is pending for decision)
A - Approved (When the workflow process code has been approved)

In Effect

This is to indicate whether a workflow process code can be readily used for tagging to the related business rule.

The options, are as follows:-

Yes (Ready for used)
No (Not available for use) No (Not in use)

Remarks

This is the comments or highlights on the respective workflow process code.

Create On

This is the date that the respective workflow process code has been created.

Create By

This is the User ID of the user who has created the respective workflow process code.

Updated On

This is the date that the respective workflow process code has been updated.

Updated By

This is the User ID of the user who has updated the respective workflow process code.

Approved On

This is the date the respective workflow process code has been approved.

Approver User ID

This is the User ID of the user who has approved the workflow process code.

This window will pop up after user has clicked once on the icon of a workflow process record.
The purpose of this window is to allow user to maintain the 'Remarks' field value of the respective workflow process code that has not been submitted for approval (draft form), or is in the 'N - New' status.

Workflow State Details (Panel)
State Code	This is the code and name of the respective state or task contained in a workflow process.
State Description	This is the name or description of the respective workflow state code.
Mandatory	This indicates whether the workflow process state must be included into a workflow process. The options, are as follows:- Y - Yes (Mandatory) N - No (Optional)
Implement	This is to indicate whether the respective workflow process state is to be included in a workflow process. The options, are as follows:- Y - Yes (To be included in a workflow process) N - No (Not to be included in a workflow process) Note: If the workflow state is mandatory then, the workflow state must be included into a workflow process.
Assignment (Section)
Actor Assignment (Sub-Section)
The purpose of this sub-section is to allow the system administrator to maintain the conditions to route the respective workflow process' state or task to an assignee to work.
Assign Method	This is the assignee’s role to be assigned with the respective workflow process' state or task to work. The available options, are as follows:- A - Authority R - User Role SYS - System or Anyone
User Group	This is group code of users to be assigned to the respective workflow state or task, provided the 'Assign Method' is 'R - User Role', e.g., CA - CREDIT APPROVAL.
Level	This is user level of the users to be assigned to the respective workflow state or task, provided the 'Assign Method' is 'R - User Role', e.g., 7 and 8.
Authority Rule	This is the authority rule applied in a workflow state, to determine the assignee to be routed, provided the 'Assign Method' is 'A - Authority', DDREQAUTH.
Rule Code	This is the authority code to be mapped to the authority rule applied in the workflow state or task, to determine the assignee to be routed, provided the 'Assign Method' is 'A - Authority', DRAWDOWNAPPR - DRAWDOWN APPROVAL.
Rework Assignment (Sub-Section)
The purpose of this seb-section is to allow the system administrator to maintain the conditions to route the respective workflow process' state or task for rework.
Assign Method	This is the assignee’s role to be assigned with the respective workflow process' state or task for rework. The available options, are as follows:- A - Authority O - Original R - User Role SYS - System or Anyone
User Group	This is group code of users to be assigned to the respective workflow state or task for rework, provided the 'Assign Method' is 'R - User Role', e.g., CA - CREDIT APPROVAL.
Level	This is user level of the users to be assigned to the respective workflow state or task for rework, provided the 'Assign Method' is 'R - User Role', e.g., 2 and 3.
Authority Rule	This is the authority rule applied in a workflow state, to determine the assignee to be routed for rework, provided the 'Assign Method' is 'A - Authority', DDREQAUTH.
Rule Code	This is the authority code to be mapped to the authority rule applied in the workflow state or task, to determine the assignee to be routed for rework, provided the 'Assign Method' is 'A - Authority', DRAWDOWNAPPR - DRAWDOWN APPROVAL.
Alert (Section)
Alert Upon Entering This Workflow Stage (Sub-Section)
Category	This is the code of the alert type (that determine the point to alert) that is to be applied in the respective workflow state, CR_DDAPPRALERT, when entering the workflow state.
Alert Code	This is the code and description of the alert code that is to be mapped to the alert category for the alert message to be triggered when entering the workflow, e.g., DDAPPROVED - DD APPROVED ALERT.
Alert Upon Moving To Next Workflow Stage (Sub-Section)
Category	This is the code of the alert type (that determine the point to alert) that is to be applied in the respective workflow state, when exiting the workflow state to move to the next workflow state.
Alert Code	This is the code and description of the alert code that is to be mapped to the alert category for the alert message to be triggered, when exiting the workflow state to move to the next workflow state.
Alert Upon This Workflow State Is Aborted (Sub-Section)
Category	This is the code of the alert type (that determine the point to alert) that is to be applied in the respective workflow state, after aborted the workflow state.
Alert Code	This is the code and description of the alert code that is to be mapped to the alert category for the alert message to be triggered, after aborted the workflow state.
TAT (Section)
Turnaround Time (Sub-Section)
The purpose of this section is to allow user to maintain the target total completion time for the respective workflow state or task.
Day	This is the target completion time in days of the respective workflow state or task.
Hour	This is the target completion time in hours of the respective workflow state or task.
Minute	This is the expected completion time in minutes of the respective workflow state or task.

Workflow State Details (Panel)

State Code

This is the code and name of the respective state or task contained in a workflow process.

State Description

This is the name or description of the respective workflow state code.

Mandatory

This indicates whether the workflow process state must be included into a workflow process.

The options, are as follows:-

Y - Yes (Mandatory)
N - No (Optional)

Implement

This is to indicate whether the respective workflow process state is to be included in a workflow process.

The options, are as follows:-

Y - Yes (To be included in a workflow process)
N - No (Not to be included in a workflow process)

Note: If the workflow state is mandatory then, the workflow state must be included into a workflow process.

Assignment (Section)

Actor Assignment (Sub-Section)

The purpose of this sub-section is to allow the system administrator to maintain the conditions to route the respective workflow process' state or task to an assignee to work.

Assign Method

This is the assignee’s role to be assigned with the respective workflow process' state or task to work.

The available options, are as follows:-

A - Authority
R - User Role
SYS - System or Anyone

User Group

This is group code of users to be assigned to the respective workflow state or task, provided the 'Assign Method' is 'R - User Role', e.g., CA - CREDIT APPROVAL.

Level

This is user level of the users to be assigned to the respective workflow state or task, provided the 'Assign Method' is 'R - User Role', e.g., 7 and 8.

Authority Rule

This is the authority rule applied in a workflow state, to determine the assignee to be routed, provided the 'Assign Method' is 'A - Authority', DDREQAUTH.

Rule Code

This is the authority code to be mapped to the authority rule applied in the workflow state or task, to determine the assignee to be routed, provided the 'Assign Method' is 'A - Authority', DRAWDOWNAPPR - DRAWDOWN APPROVAL.

Rework Assignment (Sub-Section)

The purpose of this seb-section is to allow the system administrator to maintain the conditions to route the respective workflow process' state or task for rework.

Assign Method

This is the assignee’s role to be assigned with the respective workflow process' state or task for rework.

The available options, are as follows:-

A - Authority
O - Original
R - User Role
SYS - System or Anyone

User Group

This is group code of users to be assigned to the respective workflow state or task for rework, provided the 'Assign Method' is 'R - User Role', e.g., CA - CREDIT APPROVAL.

Level

This is user level of the users to be assigned to the respective workflow state or task for rework, provided the 'Assign Method' is 'R - User Role', e.g., 2 and 3.

Authority Rule

This is the authority rule applied in a workflow state, to determine the assignee to be routed for rework, provided the 'Assign Method' is 'A - Authority', DDREQAUTH.

Rule Code

This is the authority code to be mapped to the authority rule applied in the workflow state or task, to determine the assignee to be routed for rework, provided the 'Assign Method' is 'A - Authority', DRAWDOWNAPPR - DRAWDOWN APPROVAL.

Alert (Section)

Alert Upon Entering This Workflow Stage (Sub-Section)

Category

This is the code of the alert type (that determine the point to alert) that is to be applied in the respective workflow state, CR_DDAPPRALERT, when entering the workflow state.

Alert Code

This is the code and description of the alert code that is to be mapped to the alert category for the alert message to be triggered when entering the workflow, e.g., DDAPPROVED - DD APPROVED ALERT.

Alert Upon Moving To Next Workflow Stage (Sub-Section)

Category

This is the code of the alert type (that determine the point to alert) that is to be applied in the respective workflow state, when exiting the workflow state to move to the next workflow state.

Alert Code

This is the code and description of the alert code that is to be mapped to the alert category for the alert message to be triggered, when exiting the workflow state to move to the next workflow state.

Alert Upon This Workflow State Is Aborted (Sub-Section)

Category

This is the code of the alert type (that determine the point to alert) that is to be applied in the respective workflow state, after aborted the workflow state.

Alert Code

This is the code and description of the alert code that is to be mapped to the alert category for the alert message to be triggered, after aborted the workflow state.

TAT (Section)

Turnaround Time (Sub-Section)

The purpose of this section is to allow user to maintain the target total completion time for the respective workflow state or task.

Day

This is the target completion time in days of the respective workflow state or task.

Hour

This is the target completion time in hours of the respective workflow state or task.

Minute

This is the expected completion time in minutes of the respective workflow state or task.

This window will pop up after user has clicked once on the icon of the respective workflow state record.
The purpose of this window is to allow user to maintain the details of the respective workflow state details that is in the 'N - New' status (either a newly drafted workflow process code, or a workflow process code that has been reverted for rework).