Some of the common terms of CGI Advantage Workflow that are used throughout this guide are explained below:
Work Unit – Indicates the item for which the workflow is being performed. In the case of CGI Advantage, the work unit is a transaction. Work Unit may also be called a Work Item.
Approval Rule – Determines which, if any, approval levels are required for a work unit, and if so, defines the approval routing properties (for example, the assignee, the routing sequence, and so forth).
Approval Role – A defined group of users sent transactions for review.
Approval Condition – Used to construct approval rules. Each condition evaluates up to five approval fields and values to construct a condition for requiring approvals.
Approval Fields – Individual value containers used to construct approval conditions. Approval fields can be defined for transaction headers and line fields.
Approval Comments – Descriptions that can be attached to approval routings to inform the recipient of the work item of the purpose of the routing. For example, the comment may be “Please verify the vendor.”
Approval Hierarchy – Used to define the hierarchy in which the transaction approvals are performed.
Workflow Emails - Each approval level assignment includes the option of sending an email message to the assignee, whether the assignee is a user or a role. The email message is sent to an email address for the single user assignee or for each email address for the members of an approval role. In addition to automatic notifications, ad-hoc emails can also be sent.