How to create, edit, and assign Flows.
A Flow represents a Work Order. Each Flow is assigned a Flow profile and a user to perform the tests. At the end of the process, the Flow provides a comprehensive summary of the work completed and the option to export a fully compiled report of the job.
To access Flows, expand the menu and click on Flows
The Flows menu provides the list of Flows. Selecting a time option will change the list:
- All - List all Work Flows.
- 1 Day - List Work Flows created in the past 24 hours.
- 7 Days - List Work Flows created in the past 7 days.
- 30 Days - List Work Flows created in the past 30 days.
The headers are as follows:
- Workorder ID - The Work Order ID of the Flow.
- Profile - Flow profile used.
- User - The user this Work Flow was assigned to.
- Date - Date created.
- Tasks - Overall status of the Work Flow.
- INCOMPLETE - Not all steps are done properly.
- PASSED - All steps are done and results all passed.
- FAILED - All steps are done and at least one result failed.
- Contractor - The contractor the assigned user is under.
Sort each column by clicking on the header. Expand the column by dragging the vertical line to the right of each header.
Creating a Flow
To create a new Flow, click on the [+] button.
Note: The required fields are indicated by the (*). Only Administrator accounts can assign a Flow to another User.
Select a Flow Profile and a User to assign this Work Flow to. Enter other Work Order information if needed. The status will remain "Open".
Press Save once done. The new Flow will be available to view in the Flows menu.
Edit a Flow
Click on the target Flow to edit its information.
Note: Modifying the Flow Profile of a Flow will reset the entire progress of that particular Flow. As a result, the assigned User will need to start from the beginning and perform all the steps of the newly assigned Flow Profile.
Press Save once done.
Assigning a Flow
Each Flow requires a User assignment. A User is any user account under the same Company or a Contractor company.
After being assigned, the designated user will have the ability to view and execute the assigned Flow by simply clicking on it.
Old Flow runner:
New Flow runner:
To get started with Flow and experience its benefits, visit our website and try it out today!