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Kevin O'Brien (Unlicensed)

Kevin O'Brien (Unlicensed)

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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 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.


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titleActions


Mandatory

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

Allow manual completion

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

Selecting this means the step will be visible in the Workflow on the Customer Catalogue. 

Capture for reporting

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. 


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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)




Note
titleBulk Processing

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