| Field | Description |
|---|
| Title | This should clearly indicate the purpose of the workflow. For example, "Standard Workflow", "Additional Approval Workflow", "Non-standard Workflow", etc |
| Description | This 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 Number | The 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 |
|---|
| title | Workflow Tab - Steps |
|---|
|  Image Removed Image Added
|
|
| Actions | This allows you to link the step to a system-driven action Quotes Received or Quoted to Customer), or make it a system-independent manual step ( ), such as getting approval by email outside the system. <<Ask Mike for more clarity on this>> | Mandatory | If selected, 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.
| Expand |
|---|
|  Image Added
|
|
| Mandatory | 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.
| Expand |
|---|
|  Image Added
|
|
| Status (Customer) | This is the status of the Project that is visible to the Customer.
| Expand |
|---|
| title | Customer 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 |
|---|
|  Image Added
|
|
