Completion Rules

Completion Rules Overview

Completion rules define the conditions that must be met for an approval process to be considered complete. These rules determine how many users must respond and what constitutes a valid completion.

Rule Types

Require Response from All

All Users Must Respond

• Complete Consensus: Every assigned user must submit an outcome
• Full Participation: All responses are required before proceeding
• Comprehensive Review: Ensures thorough review by all stakeholders
• High Accountability: Maximum accountability and transparency

Outcome Collection

• Response Tracking: Tracks responses from all assigned users
• Completion Detection: Detects when all users have responded
• Outcome Processing: Collects all user outcomes for processing
• Workflow Progression: Proceeds only when all responses are received

Require Response from Majority

Majority Decision

• Democratic Process: More than 50% of users must respond
• Flexible Participation: Allows some users to not respond
• Balanced Approach: Balances thoroughness with efficiency
• Practical Implementation: Practical for large approval groups

Majority Calculation

• Percentage-Based: Calculates majority based on percentage
• Minimum Threshold: Ensures minimum participation threshold
• Dynamic Calculation: Adjusts based on assigned user count
• Completion Detection: Detects when majority is reached

Require Response from One Person

Single Approval

• Quick Processing: Only one user needs to respond
• Fastest Method: Fastest approval completion method
• First Response Wins: First submission determines outcome
• Efficient Workflow: Maximizes workflow efficiency

First Response Processing

• Immediate Processing: Processes first response immediately
• Workflow Continuation: Continues workflow without waiting
• Outcome Determination: First response determines final outcome
• Notification System: Notifies other users of completion

Require Certain Number of Responses

Custom Threshold

• Flexible Configuration: Set specific number of required responses
• Custom Requirements: Configure exact response requirements
• Balanced Approach: Balance between speed and consensus
• Organization-Specific: Tailored to organization needs

Threshold Management

• Minimum Responses: Define minimum number of responses
• Maximum Responses: Optionally define maximum responses
• Dynamic Thresholds: Adjust thresholds based on context
• Completion Tracking: Track progress toward threshold

Outcome Processing

Once completion rules are satisfied, the system processes the collected outcomes to determine the final approval result.

Outcome Collection

Unique Outcomes

• Response Aggregation: Collects unique outcome values from responses
• Outcome Filtering: Filters valid outcomes based on rules
• Duplicate Handling: Handles duplicate or conflicting outcomes
• Validation: Validates collected outcomes

Outcome Analysis

• Pattern Recognition: Recognizes patterns in outcomes
• Consensus Detection: Detects consensus among responses
• Conflict Resolution: Resolves conflicts in outcomes
• Decision Logic: Applies decision logic to outcomes

Edge Processing

Workflow Edge Mapping

• Edge Mapping: Maps outcomes to workflow edges
• Conditional Logic: Applies conditional logic for edge selection
• Workflow Continuation: Triggers next workflow steps
• State Transition: Manages workflow state transitions

Signal Generation

• Workflow Signal: Generates signals for workflow progression
• Notification Triggers: Triggers appropriate notifications
• Status Updates: Updates approval and workflow status
• Audit Logging: Logs completion events for audit

Rule Configuration

Completion rules can be configured at the workflow level to match specific approval requirements.

Workflow Configuration

• Rule Selection: Select appropriate completion rule type
• Parameter Configuration: Configure rule-specific parameters
• Validation Rules: Set validation rules for completion
• Testing: Test completion rule configurations

Dynamic Rules

• Context-Aware: Rules can vary based on approval context
• Conditional Logic: Apply conditional logic for rule selection
• Adaptive Rules: Rules can adapt based on circumstances
• Business Logic: Incorporate business logic into rules

Completion Monitoring

Real-time monitoring provides visibility into completion progress and helps identify bottlenecks.

Progress Tracking

• Response Count: Track number of responses received
• Completion Percentage: Calculate completion percentage
• Time Tracking: Monitor time since approval assignment
• Bottleneck Identification: Identify approval bottlenecks

Alert System

• Completion Alerts: Alert when completion is achieved
• Timeout Alerts: Alert when approvals are approaching timeout
• Escalation Triggers: Trigger escalation for delayed approvals
• Status Notifications: Notify stakeholders of completion status

Best Practices

Rule Selection

• Business Requirements: Align rules with business requirements
• Approval Complexity: Consider complexity of approval decisions
• Timeline Requirements: Balance thoroughness with timeline needs
• User Availability: Consider user availability and workload

Rule Optimization

• Performance Monitoring: Monitor rule performance and effectiveness
• User Feedback: Gather user feedback on rule effectiveness
• Continuous Improvement: Continuously improve rule configurations
• Rule Testing: Test rules in various scenarios

Common Scenarios

Simple Approvals

For simple, routine approvals, use "Require Response from One Person" to maximize efficiency and speed.

Complex Decisions

For complex, high-impact decisions, use "Require Response from All" to ensure comprehensive review and consensus.

Balanced Approach

For most scenarios, use "Require Response from Majority" to balance thoroughness with efficiency.