Workflow Setup

Topics Adding Workflows Reviewing, Editing, and Deleting Workflows Adding, Reviewing, and Editing Out Of Office Records Auto-Attaching Workflows

This topic describes how to set up and edit workflows.

Before setting up workflows in PAYscan, we recommend that you work with Yardi technical support to create workflow diagrams that meet your business needs.

When creating a workflow diagram, identify:

1	The sequence of steps.

2	Who is responsible at each step.

3	What eligible actions they can take.

4	Action limitations.

The following example shows a simple workflow diagram:

The following table shows the navigation for the above workflow diagram:

Step	Role	Next Step	Amount From	Amount To
AP Specialist Review	AP Specialist AP Specialist AP Specialist	Local Property Manager Review Regional Operations Manager Review CEO Review	0.00 250.01 10,000.01	250.00 10,000.00 0.00 (No limit)
Local Property Manager Review	Local Property Manager	Approval	0.00	0.00
Regional Operations Manager Review	Regional Operations Manager	Approval	0.00	0.00
CEO Review	CEO	Approval	0.00	0.00
Rejected	N/A	N/A	N/A	N/A
Approved	N/A	N/A	N/A	N/A