What is a workflow route

All workflow systems automatically contain one workflow route, this is the minimum required to operate the system. You can however create multiple workflow routes.

The workflow route consists of the following:

  • Job fields that you wish to appear on these jobs.
  • Deadlines that you wish to appear on these jobs.
  • Workflow steps that apply to the route, consist of:
    • A special step that the system runs on job creation.
    • (Optionally) a special step that the system runs when a job is taken from the pool.
    • The various progress buttons that users will see on each stage will progress you through the stages ultimately completing the job.
  • The workflow actions you set to be triggered by each step (special steps and progress buttons).
  • Alerts that you wish to be triggered on this route.

Where you have more than one route variation you tell the system which route each client should use. Jobs are created on one route or another and when looking at the job card you will only see stages, job fields, deadlines and progress buttons that are included on the route. Workflow actions and alerts will only be triggered if they are on the route.

For reporting purposes, you will be able to choose from an 'overall' progress monitor that includes jobs on all routes. You can also choose progress monitor widgets that are specific to a single route. The '[Workflow system name] jobs' reports found in the workflows drop-down also include all jobs but offer a route filter.

The workflow visualisations you can see in the editor show a route.

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