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Kevin O'Brien (Unlicensed)

Kevin O'Brien (Unlicensed)

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titleStandard Workflow - Project Page

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Include Page
Project Workflow Tab
Project Workflow Tab


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Create / Open a Project Workflow

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Complete / edit the step fields as required for your workflow.

FieldDescription
TitleThis should clearly indicate the purpose of the workflow. For example, "Standard Workflow", "Additional Approval Workflow", "Non-standard Workflow", etc
DescriptionThis should explain the purpose of the workflow in detail. It should allow all system Administrators to understand when they should select it for a particular Quote Request product.
Step NumberThe workflow consists of sequential steps. When steps are reordered (by manually dragging and dropping) the Step Numbering automatically readjusts.
Step Name

This is the name of a Workflow step. It is displayed in the Project Workflow tab in the Step column.


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titleWorkflow Tab - Steps


Actions

This allows you to link the step to a system-driven action (such as Quotes Received or Quoted to Customer), or make it a system-independent manual step (No system event), such as getting approval by email outside the system.

If the step is a system-driven action, the Completed date and time -and-date stamp in the Project Workflow tab will be automatically populated. See Project Workflow Tab

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titleActions

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<<Ask Mike for more clarity on this>>

Comment: If it's the system driven  step then time and date stamp will be automatically populated on the workflow. If it's a manual step then

 If the step is manual, the completed date and time need to be entered manually in the Workflow tab.


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titleActions

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Mandatory

If selected, Selecting this means the system will prevent the Administrator from moving on to the next step in the Project workflow if this the current step has not been completed.

Allow manual completion

If 'No system event' is selected from Actions, 'Allow manual completion' needs to be selected to allow an Administrator to complete the step and continue with the Project workflow.

<<Not sure about this. Ask Mike>>

Comment: If the step is driven by the system you can still allow for it to be completed manually - if this box is checkedSelecting this allows the Administrator to manually complete a system-driven step. (This might be necessary if a system-driven step is completed outside of the Claritum system. For example, Supplier Quotes being received by phone).

Visible to customer

<<Need to check Selecting this on the Customer Catalogue>>

Comment: that should be sufficient

This means the step will be visible in the Workflow on the Customer Catalogue. The customer user will be able to track the progress of this step. Select "Yes" if you wish this step to be visible to the customer user. Select "No" if you want this step to be visible only to the System User (admin) 

Capture for reporting

Select this if you want the data to be available for reporting.

<<Ask Mike for more clarity on this. Data about what?>>

Comment: these will be dates available in the reporting so in future if customer wants to build a report which includes the data ( dates) from this step this option should be selectedSelecting this will capture every date on which the step happens and make them available in system reporting. A Service Provider can build a report including these dates.

Status (Admin)

This is the status of the Project Part that is visible to the Administrator. 


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titleAdmin Part Status


Status (Customer)

This is the status of the Project that is visible to the Customer.


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titleCustomer Part Status


Next Action (Admin)

This is the text that will show as a Next Action button for a Project Part on the Admin (Service Provider) side of the system.


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titleNext Action (Admin)

Next Action (Customer)

This is the text that will show as a Next Action button on the Customer side of the system.

<<Think this needs to be removed as there isn't a Next Action on the customer side>>

Comment: please do raise a ticket with the guys about this! Also, please remove this from the documentation.