Workflows

In IBM^® Incentive Compensation Management (ICM), use workflows in Workflow Manager to create logic to automatically push a Presenter report into the next required state, based on predefined business rules.

Each workflow is associated with one Presenter report and consists of a series of alert, action, and process nodes that are linked together. The path that is created by linking the nodes together defines the logical flow of the business process.

Here's a short video that shows you how to add a workflow in Workflow Manager:

https://www.youtube.com/watch?v=rkNejyD0mys

You can create the following types of workflows in Workflow Manager:

Admin-initiated workflow

Use this type of workflow to prevent users from submitting additional data until the original submission is completed. After the original submission is completed, the administrator must start the workflow again. For example, you can create an admin-initiated workflow for an MBO self-scoring form in which a user submits scores for various objects that must be approved by a manager. The user cannot submit more than one set of scores per quarter.

User-initiated workflow

Use this type of workflow to submit additional data, even if the originally submitted data has not yet completed the workflow process. Each time that a user submits data, an instance of the workflow starts. For example, you can create a user-initiated workflow for an expense report in which a user must submit more than one expense at a time.