Workflow management
A workflow is an instrument to help control various actions on system entities for accountability, as it limits the actions that can be performed on the entity associated with a workflow.
In EDC, workflows are intended to dictate the procedure of the source document and payment request handling, introducing an additional tier of scrutiny and the approval or rejection mechanism to reduce the risk of unintended impact on sensitive resources and financial operations.
In this section, you can learn how to create and manage the workflows in EDC using the following instruments:
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Workflow Setting: create new workflows from scratch and manage the existing ones.
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Email Template: create and manage the database of versatile email templates that can be used to notify users of various workflow stages.
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Sent Emails by Workflow: review and export the complete history of all email correspondence handled by the system according to the workflows.