Content management users can create workflows that define the tasks and order of execution of a specific process, including which documents and individuals are involved. Content management users have the option to receive email notifications about the workflows they participate in such as when tasks are assigned to them, or when the workflow progresses from one milestone to the next.
Workflows are deployed by using models. A model serves as the foundation for a workflow: milestones and actions are predefined so a workflow can be deployed quickly and easily. A single model can have multiple workflow instances and can be shared with other content management users. Sharing these models with the appropriate roles within an institution can increase efficiency and accuracy.
Collaboration can assist institutions in providing structure to common business processes. Some examples:
- Librarians can set up copyright authorization processes for instructors and students.
- IT departments can set up methods for requesting resources.
- Institutions can establish procedures for requesting access to specific course content.
- Students can use collaboration to work together on class projects.
The collaboration splash page serves as the starting point for using workflows. The page is tailored to the specific user and displays their workflow models, workflows they are participating in, and actions assigned to them.
The functions that are available on this page are described in the following table.
|Get Started & Start an Instant Workflow||Click this link to display the Start Workflow page. Use an existing workflow model or start an Instant Workflow.|
|My Workflow Progress & the workflows||Click either of these links to display the Workflows page.|
|Design Workflow Model & Create a New Model||Click either of these links to display the Create a Workflow Model: My Models page.|
|To Do List||Click this link to display the To Do List page.|
|Click this link to send email to other workflow participants using the Email Items page.|