Master Your Existing Workflows
Are your existing workflows a bit of a mystery? This session will show how to "unpick" an existing workflow, to identify the components behind it, and how to make changes if needed.
What You'll Learn:
• How to identify and understand the building blocks of existing workflows
• Discover the queries, email templates, and roles that power your workflows
• Learn to trace workflow origins and dependencies
• Master the art of cloning workflows for efficiency
• Understand when and how to activate, deactivate, or purge workflows
• Troubleshoot and fix workflows that aren't performing as expected
Perfect for: System administrators and HR professionals who need to maintain, update, or optimise existing workflow processes in Cascade.
Transform your workflow management - turn mystery processes into clear, manageable systems that work for your organisation.
Ameen Mohamed
Implementation Consultant, IRIS Software Group
Dave Parker
Market Specialist, IRIS Software Group
Samantha Tennakoon
External Stakeholder Engagement, HMRC Making Tax Digital Programme
Gillian O'Dea CA
Director, J H Greenwood and Company
Eva Mrazikova (Moderator)
Accountancy Market Specialist, IRIS Software Group
