Versions Compared

Version Old Version 15 New Version Current
Changes made by

Kevin O'Brien (Unlicensed)

Kevin O'Brien (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleStandard Workflow - Project Page

Image Removed

Include Page
Project Workflow Tab
Project Workflow Tab


...

Create / Open a Project Workflow

...

Expand

  • From the main menu, select Configuration > Projects.

    Expand
    titleThe Configuration: Projects page displays.


  • To create a new workflow, click the New Workflow button.

    Expand
    titleThe New Workflow page displays



  • To open an existing workflow, click the Workflow Name or the edit icon  for the workflow.

    Expand
    titleThe Edit <Name> Workflow <Name of Workflow> page displays




...


Create / Edit a Workflow Step

...

Expand

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 on the Project in the Step column.


Expand
titleWorkflow Tab - Steps

Image RemovedImage Added


Actions

This allows you to link the step to a system-driven action

,

(such as

system confirmation of goods received

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

<<Ask Mike for more clarity on this>>


Expand
titleActions

Image Added


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>>Selecting 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 means the Customer Catalogue>>This 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?>>Selecting 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. 

<<Have a screenshot here of a project parts listing>>


Expand
titleAdmin Part Status

Image Added


Status (Customer)

This is the status of the

project that will show on the Customer Catalogue side of the system

Project that is visible to the Customer.


Expand
titleCustomer Part Status

Image Added


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.


Expand
titleNext Action (Admin)

Image Added




Note
titleBulk Processing

To bulk complete Projects, the Workflow must end with a 'Completed' step that implements the Project Part activity completed action.