Introducing Longview Workflow Designer
Introducing Longview Workflow DesignerLongview provides corporate performance management (CPM) software that leading companies use to drive performance with speed, visibility, and financial integrity. Since 1994, many of the world's most respected companies have been using our technology platform to create a single repository of financial truth from which statutory consolidation, management rep...
Getting started in Longview Workflow Designer
Getting started in Longview Workflow DesignerLongview Workflow Designer is easy to use. You can get started quickly and easily.In this chapter, you can find information on this main topic:Launching Longview Workflow DesignerLaunching Longview Workflow DesignerThis section explains how to start Longview Workflow Designer, including authentication and security considerations.Signing on to your Lo...
Planning an approval process
Planning an approval process In some organizations, the user community does not know the status of data in the system and is unable to give status along the steps of the business process. This impacts the company by leaving it with a lack of direction and communication.System administrators can use the application component Longview Workflow Designer to configure the approval processes that are...
Elements of an approval process
Elements of an approval processIn order to answer your planning questions, you need to understand the various elements that contribute to an approval process. Approval processes An approval process is made up of approval steps. Each approval step is linked to another from start to finish, culminating in a single final step. In an approval process diagram, each approval step appears as a box att...
Working with an approval process and steps
Working with an approval process and stepsOnce you have determined your needs on paper, you can start to use Longview Workflow Designer to create an approval process. In this chapter, you can find information on these main topics:“Working with an approval process”“Working with additional approval steps”“Working with Data Areas”“Setting Workflow status from various locations”
Working with an approval process
Working with an approval process While you are in the process of creating an approval process, you do not want your users to see it in the application. While it is under construction, the only person who can see it in the application is you, the System administrator. When you initially create an approval process, you also implicitly create its final approval step—the step that requires final ap...
Working with additional approval steps
Working with additional approval stepsAs described in “Creating an approval process with a Simple final step” and “Creating an approval process with a Hierarchical final step”, when you create an approval process with the wizard, you automatically create the Final approval step. Afterwards, you must add all other approval steps to the process (unless you are creating a process with just one app...
Working with Data Areas
Working with Data AreasLongview Workflow Designer is used by a System administrator to create an approval process, which consists of approval steps. Each approval step represents a non-overlapping area of data in the database, known as a Data Area.Changing data visibilityIf you want, you can set data in an approval process to be invisible in certain situations. In an approval processYou can set...
Setting Workflow status from various locations
Setting Workflow status from various locationsUnder normal circumstances, Owners and Approvers use Longview Workflow on the web to change the status of approval steps. For more information, see “Changing approval status”.However, in some cases, the Administrator may need to change the status of approval steps without using Longview Workflow on the web. You can do so in several ways:You can rese...
Working with alerts and emails
Working with alerts and emailsWhen the people in your company use Longview Workflow, they can notify various users when their input or approval is required.They can do so in two ways—by providing alert messages on their web page, and by sending automated email messages. In this chapter, you can find information on these main topics:“Preparing Longview Workflow alerts”“Preparing automated emails...
Using Longview Workflow on the web
Using Longview Workflow on the webYour System administrator uses Longview Workflow Designer to set up an approval process. He or she determines the scope, the Data Areas, the Owners, and the Approvers for each step.When the approval process is activated by your System administrator, the process appears on your web page.If you are a System administrator, it is important for you to understand how...
Frequently asked questions
Frequently asked questions Have questions about the application? You may be able to find the answers in this chapter. In this chapter, you can find information on these main topics:FAQ • Getting startedFAQ • Longview Workflow DesignerFAQ • Longview Workflow on the webFAQ • Getting startedCan I sign on to the application through the web?Yes, if your system is configured to do so. If your system ...