What You'll Learn

  • The difference between an approval and an authorization

  • How to fix a stopped or pending workflow

  • How Approvals and Authorizations increase accountability and transparency

45 minutes

Estimated time to complete

Course curriculum

    1. Start Here

    2. Where are we in the Business Process?

    3. Who is this course for?

    4. Prerequisites for this Course

    5. Welcome to Workflows, Approvals and Authorizations in DRC Dynamics

    6. Course Structure

    1. Introduction to Workflows and Workflow Actions

    2. What is a workflow

    3. How we use Workflows in DRC Dynamics

    4. Summary: How we use Workflows in DRC Dynamics

    5. Why do we use workflows?

    6. Business Decisions in Workflows

    7. Where we meet workflows in DRC Dynamics

    8. Who is involved in workflows in DRC Dynamics

    9. Most Frequently Used Workflows

    10. Troubles with Workflows

    11. Pending Workflow

    12. Troubleshooting Pending Workflows

    13. Stopped Workflows

    14. Troubleshooting Workflow Errors

    15. Wrap Up of Workflows

    16. Get Ready to Review Workflows

    17. Review of Workflows

    1. Introduction to Approvals in DRC Dynamics

    2. What is an Approval

    3. Approvals inside DRC Dynamics

    4. What To Do Before Submitting for Approval?

    5. What To Do Before Approving?

    6. Approval-triggers

    7. Who can Approve?

    8. Approver Groups

    9. Troubleshooting Approvals

    10. Wrap Up of Approvals

    11. Get Ready to Review Approvals

    12. Review of Approvals

    1. Introduction to Authorizations

    2. What is an Authorization

    3. Video: What's the difference between an approval and an authorization?

    4. Summary: What's the difference between an approval and an authorization?

    5. Who can Authorize

    6. 4 Areas of Authorizations

    7. Authorizations Inside of DRC Dynamics

    8. Authorizations Outside of DRC Dynamics

    9. Authorization rights and thresholds

    10. Approval or Authorization?

    11. Wrap Up of Authorizations

    12. Get Ready to Review Authorizations in DRC Dynamics

    13. Review of Authorizations in DRC Dynamics

    1. Introduction to Examples & Exercises

    2. Examples and Exercises

    3. Credits

About this course

  • 51 lessons
  • Video Content