Every work without a plan is unsuccessful. Every work whether private business work or government official work goes through a series of steps- from proposal making to the executive to administrative to its final goal. This is what workflow is in short. The smooth running of an activity from one of its arenas to the other or from one department to another is its flow. Quite obviously, every workflow runs on a plan after it has proposed for its execution. The workflow form is all about deciding internally and announcing the plan of action of work.
6 Steps to Make a Workflow Form
Workflow forms can be of many types. The kind of activities the organization deals in and the magnitude of it decides the necessity and magnitude of the workflow preparation as well. The workflow form basically is to let the client decide the kind of workflow he wants or decide from a series of options given to him from the servicing agent. The steps to making a successful workflow form are:
Step 1: Know the Sort
It is very important to know what category of work is the workflow for. Whether it is an office shifting or relocation activity, a transaction activity or something else. The format, content, length, steps, etc. all are formatted on its basis. The provisions in the workflow form should be provided accordingly.
Step 2: Give the Responsibility to the Concerned Authority
The workflow of a certain type can be made only by the department or unit of the office that knows it best. For eg, a finance department can make a workflow form the best.
Step 3: A Workflow Form Should Be Complete in Its Approach
The form should contain details from the beginning to its execution taking it towards the ending. The options to include members, to remove members, include and exclude approving staff, etc should be included.
Step 4: Give Ample Space
Modifications are a part of the workflow form. Therefore give ample space to the client, the applicant or the concerned agent or department to fill up the form completely and they do not have to compromise on details.
Step 5: Contact Information
Since workflows involve more than one person’s involvement, make sure that proper contact information should be given in case any confusion occurs.
Step 6: Take the Opinion of Others as Well
Since more than one department is involved in the workflow making, compare and contrast the forms filled up by them and take an informed decision without any partiality towards a department and incomplete information and opinions.
5+ Workflow Form Templates
1. Personnel Update Workflow Form
This workflow template is a guideline sample on how to use an online personnel update. The approval process the application will go through, the process actor, the payroll services, the process routines are all explained in this detailed workflow diagram template. Download now to know how online personnel services go on in the corporate world and the procedure they follow. The use of applications has made the process further easy. Study this sample guide now and know more!
2. Student Workflow Form Template
This student work flowchart template is for student approval for foreign degrees. The flowchart lists the personal details of the student followed by his performance details in eligibility exams. This template workflow sheet can be used as a sample to make eligibility forms for employee selections and student admission. On the basis of the report, the final decision is made and published. Download the template now for it has provision to detail the reasons for rejection as well that would help students or employees know their drawbacks better.
3. Approval Workflow Form Example
This form sample template is a perfect blank template to decide workflow and take opinions of concerned employees in making the workflow form. Provisions for including approvers and users, modifications in the flow of the process, exclusion of users, etc. are all made. The template has given enough space as well. Download the template and use it for your office now to give each employee the right to take part in the workflow deciding procedure.
4. Work Flow Request Form Template
This is a sample workflow request form templates example. To access the workflow of a certain in-house project an employee has to request or give a proposal. The workflow usually stays within the concerned authorities only. In case you need to make a proposal and do not know how to approach, use this blank template by us. Just fill in the details it has asked you to and your workflow access request will be ready.
5. Academic Work Flow Form Example
This template in PDF is a sample of an academic workflow form. The student has to fill up the proposed name, academic type, the plan name, admission term, etc. They can choose from the variety of courses and terms the specific college has to offer. Read the template to gain an idea of what formalities to expect while filling up college admission forms. Download the template to know more.
6. New Work Flow Form Template
In case a new work comes up in the office and it has to be assigned to a particular employee, the new work form format is to be followed. This form template is blank and you can directly download it in PDF and use it. You can also take ideas from the template to know what fields are to be included in a new work plan form. This includes employee’s job data, changes in his position and status in the company, etc. Download the form and learn to format new work plan forms now!