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Example Processes

Finance / Accounting

  • Purchase Order
  • Capital Expense
  • Expense Reporting
  • Budgeting
  • Financial Review
  • Travel Approval

Human Resources

  • Hire/Terminate
  • Time Off
  • Corrective Action

Information Technology

  • Workstation Change
  • Badge/Login Issue

Product Development

  • Engineering Change
  • Root Cause Analysis
  • Drawing Management
  • BOM Management

Custom Processes

See SharePoint Workflow Factory

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Business Rule

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In workflow, a business rule expresses what must be done within a task, and/or the logic the ties the tasks together. Examples include:
  • everyone must fill out a time off request to take vacation
  • purchase orders above $5000 must have vice president approval
  • defect reports for all products must be reviewed by the head of quality
  • a read-only copy of each capital expenditure request form must be retained in a document library with its approval history
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