How to create a new job stage group

You can have as many Job stage groups as you need. In practical terms you will need at least two job stage groups and each will need at least one stage in them. This means your job can be active when created and then move onto a stage in a completion job stage group, allowing it to reach completion.

To create new job stage groups follow these steps:

  1. Click on the Config menu (Superuser access required).
  2. Click on Edit workflow systems.
  3. Click on the pencil icon alongside the relevant workflow system.
  4. Click on the Elements tab. If you have multiple sub-systems it does not matter which elements tab you click on as job stage groups are shared.
  5. Scroll to the bottom where you will see a list of your existing Job stage groups.
  6. Click on the Create new group button.
  7. Enter a name, description and an order value.
    1. The order value is used to list the job stage groups in the correct order in places such as the progress monitor (by group) widgets. The order of job stage groups is also primarily responsible for listing job stages on the job card (as they are listed under their job stage group heading).
  8. If you would like this job stage group to be an End Zone then set this to yes. A job, upon reaching a stage that is allocated to an End Zone job stage group, will be marked as complete.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us