Prioritization of Tasks

Prioritization is the process by which iWD arranges the task list in order of priority or importance, based on business rules that are configured at the Global level, or for the Capture Point, Process, and Department.

Business rules within iWD are based on business rule templates that are created by IT personnel. As with templates for Microsoft Office Word, business rule templates are the foundation upon which business users create or configure existing business rules that govern iWD. This empowers business users to make the necessary changes, when required, while allowing IT personnel to focus on IT-related tasks.

Business rules can also be used to facilitate a more informed prioritization decision by leveraging existing enterprise web services to collect additional task-related information. For example, you can configure a rule that, on the capture of any order, retrieves the customer's current credit score. The score (such as poor) is then attached to the task and can be utilized downstream by another business rule for setting priority or, later, by the routing strategy for determining to whom the task should be routed (for example, to a credit-granting department prior to sales).