1. Workflow Design – Key Concepts

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This section covers key concepts related to workflow management in Z Flow. The following picture provides a high level view of how process management works in Z Flow.



Administrators in Z Flow can use Process Designer to create workflow templates. We will come to workflow templates shortly in the next section. Users with appropriate authorizations can use process templates to create workflow instances.

For example, if the company has a defined process for corrective action requests, process template designer can be used to create a workflow template for corrective action request. Once the appropriate workflow template for corrective action request is designed and made effective, users can use the template to create corrective action requests (instances of the corrective action request process template).

Workflow Templates

Workflow template is the blueprint for how the process should be executed within the organization. A workflow template is made up of workflow activities that need to be completed. Workflow activities can be completed by people or they can be automated system activities. The following picture shows a high-level overview of a workflow template.


A workflow template, which is a blueprint of how the workflow should be executed and by whom, is made up of the following
  • Workflow information, includes attributes, files and structured forms
  • Roles users that should complete workflow activities
  • Users that are part of the workflow and taking on different workflow roles
  • Different workflow activities (data preparation, review, approval, systems integration activities, etc. that make up the workflow
List of workflow templates are shown below.


Workflow instances

Workflow instances are actual processes that are executed based on a workflow template. In the example shown below, a corrective action request instance is created based on a Corrective Action Request workflow template.
Posted in 2 - Workflow Design.