The Claritum platform provides a default Standard Workflow, but also allows the Service Provider to create different types of Project workflow for different Quote Request products within a Customer Catalogue (see Catalogue Management > Create / Edit Quote Request).
The Standard Workflow is composed of the following steps, which can be seen on the Workflow tab of a Project's home page:
- Supplier Quote Requests sent
- Supplier Quotes Received
- Quoted to Customer
- Order Placed
- All Supplier Orders Sent
- Delivered
- Customer Invoiced
Create / Open a Project Workflow
From the main menu, select Configuration > Projects.
To create a new workflow, click the New Workflow button.
To open an existing workflow, click the Workflow Name or the edit icon
for the workflow.
Create / Edit a Workflow Step
Complete / edit the step fields as required for your workflow.
| 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 Workflow tab on the Project in the Step column.
|
| Actions | You can select from a drop down of system driven events or this can be linked to no event at all ( which means it will be a manually completed step) |
| Mandatory | When marked "Yes" the step will become mandatory and user will not be able to skip to another workflow step |
| Allow manual completion | If not completed as an automatic event from the system this option will allow a user to manually enter / complete the step |
| Visible to customer | 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 | Enable this if you want the data to be available on reporting. |
| Status (Admin) | This is the status of the project that will show on the Admin side of the system. |
| Status (Customer) | This is the status of the project that will show on the Customer Catalogue side of the system |
| Next Action (Admin) | This is the text that will show as a Next Action button on the Admin side of the system |
