Example 2

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The Loan officer collects the documents required for the loan from the Borrower.
The Loan officer sends these documents to the Loan Processor.
The Loan Processor verifies the documents.
The Loan Processor then sends the documents rejected by him to the Loan officer and sends the documents approved by him to the Loan Underwriter.
The Loan Underwriter then approves/rejects the documents required for the loan accordingly.
The Loan officer is notified about the rejected documents.
The approved documents is sent to the Cashier.

Notes:

1.To create a good workflow it is important to document the business process before designing the workflow in the workflow designer.
2.All instructions in the Create Workflows...  and Examples sections of this help file assume that you have five users called Supervisor, Manager, John, Mary and Jack. It is highly recommended that you create these Globodox users. This will make it easier for you follow the instructions below.
 
1.In Globodox, select the Tools tab and click the Workflow Designer button. This will bring up the Workflow Designer window.
2.Click the New button to create a new workflow. The Designer pane and the Properties pane will now be activated.
3.In the Properties pane enter a name for the workflow in Name box. You can also enter additional information about the workflow in the Description box.
4.Enter the number of days in which this workflow should be completed in the Duration (in days) box. If the workflow is not completed in the given time it will be marked as Red in the Workflow monitor.
5.Drag the Approve Documents task from the Task pane and drop it on the <<Add Tasks here>> in the Designer pane.
6.The Approve Documents properties will now be displayed in the Task Properties pane.
a)Select the Loan Processor's name in the Approvers box.
b)Enter 1 in the Max Recipients box as there's only 1 approver.
c)Enter 1 in the Min Responses box as only 1 approval.
d)Enter 1 in the Number of approvals box, as we need the Loan Processor approval.
e)Enter ApprovalfromLoanProcessor in the Name box.
f)Enter Approve Documents in the Subject box.
g)Enter Please have a look at the Documents in the Message box.
h)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
7.Click the Conditions And Loops button and drag the the If-then-else option and drop it below the Approve Documents task.
8.Select If block. Now, the Condition property will be displayed in the Task Properties pane.
9.Click the [...] box next to the Condition box to enter a condition. This will bring up the Condition window.
10.Enter a condition for the If block in this window. We will enter ApprovalfromLoanProcessor.approved=Yes.
11.Click the OK button to save this condition.
12.Now, drag the Approve Documents task again from the Task pane and drop it on <<Add Tasks here>> below the Then block.
13.The Approve Documents properties will now be displayed in the Task Properties pane.
a)Select the Loan Underwriter's name in the Approvers box.
b)Enter 1 in the Max Recipients box as there's only 1 approver.
c)Enter 1 in the Min Responses box as only 1 approval is required.
d)Enter 1in the Number of approvals box, as we need the Loan Underwriter's approval.
e)Enter ApprovalfromLoanUnderwriter in the Name box.
f)Enter Documents Approved by the Loan Processor in the Subject box.
g)Enter Please approve these documents in the Message box.
 
If you want to view Loan Processor's comments, type the following syntax after the message %ApprovalfromLoanProcessor.Details%
h)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
14.Drag the the If-then-else option and drop it below the Approve Documents task.
15.Select If block. Now, the Condition property will be displayed in the Task Properties pane.
16.Click the [...] box next to the Condition box to enter a condition. This will bring up the Condition window.
17.Enter a condition for the If block in this window. We will enter ApprovalfromLoanUnderwriter.approved=Yes.
18.Click the OK button to save this condition.
19.Drag the Send Message Task from the Task pane and drop it on <<Add Tasks here>> below the Else block.
20.The Send Message properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter Cashier.
b)Select the users that you want to notify by clicking the [...] button next to the Sender List box. We will select the Cashier
c)You can enter a subject for the notification in the Subject box. We will enter Loan Approved.
d)You can type in a message to be sent along with the documents in the Message box. We will enter Loan Approved by the Loan Underwriter.
 
If you want to view Loan Underwriter's comments, type the following syntax after the message %ApprovalfromLoanUnderwriter.Details%
e)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
21.Drag the Send Message task from the Task pane and drop it on <<Add Tasks here>> below the Else block.
22.The Send Message properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter NotifyLoanOfficer.
b)Select the users that you want to notify by clicking the [...] button next to the Sender List box. We will select the Workflow Initiator user i.e. the Loan Officer.
c)You can enter a subject for the notification in the Subject box. We will enter Rejected by the Loan Underwriter.
d)You can type in a message to be sent along with the documents in the Message box. We will enter Please review these documents once again.
 
If you want to view Loan Underwriter's comments, type the following syntax after the message %ApprovalfromLoanUnderwriter.Details%.
e)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
23.Now, drag the Send Message task from the Task pane and drop it on <<Add Tasks here>> below the Else block.
24.The Send Message properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter NotifyLoanOfficer.
b)Select the users that you want to notify by clicking the [...] button next to the Sender List box. We will select the Workflow Initiator user i.e. the Loan Officer.
c)You can enter a subject for the notification in the Subject box.  We will enter Rejected by the Loan Processor.
d)You can type in a message to be sent along with the documents in the Message box. We will enter Please review these documents once again.
 
If you want to view Loan Processor's comments, type the following syntax after the message %ApprovalfromLoanUnderwriter.Details%
e)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
25.Click the Save button to save the workflow.
26.Click the Publish button to publish the workflow to all the users.

 


Related Topics

Start a Workflow
Monitor a Workflow

 

 


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