Workflow at a glance

Last modified

Designing Workflows

Click Maintenance > Central Workflow > Standard Workflows.  For a new template Click “Add” and enter the details. 

To edit an existing template just click the name:

Workflow steps​

GlanceCreateWF.png

Each row represents a workflow step. The common step types are:-

  • Central Task – A step which creates a task for the relevant user to complete. This type of task can also be set to Pass/Fail in the Task Type
  • Central Task (Multi Action) – A step which creates a task for the relevant user with choices e.g. “Yes”, “No”,”N/A”

A step which is a Central Task also has other properties e.g.

Due Start & Due End (either actual dates or offset dates based on date rules created under Maintenance > Central Workflow > Date Rules)

Employee Type (who the task gets assigned to)

Is Milestone (shows the step on the Workflow Homepage)

Notify By Email – you can received an email advising that you have a task to do

Managing Workflows using the Workflow Homepage 

GlanceHP.png

  • A milestone which is “In progress” shows as a cog and can be completed using right click “Complete Milestone
  • Or right click “Select Outcome” if the step requires a choice

GlanceSelectOutcome1.png            GlanceArrow.png           GlanceSelectOutcome2.png

  • Or right click “Select Employee” if the step requires you to choose an employee

 

GlanceSelectEmployee1.png                GlanceArrow.png            GlanceSelectEmployee2.png

 

Note:  To export the Workflow homepage to Excel right click, untick “Use Icons” then right click again to see the “Export to Excel” option.

 

Page statistics
2045 view(s) and 11 edit(s)
Social share
Share this page?

Tags

This page has no custom tags.
(not set)

Comments

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |