For those interested in workflow on Jobs we have some good news we are currently refining a brand new workflow feature.
Any Job that follows a set list of items to be completed can soon benefit greatly from this new feature.
It works a little like the current "Actions to do" in the links tab of a Job, but has a lot more smarts, making it very easy to use once set up even if the staff user has little or no knowledge of company rules and workflow for that particular type of Job.
It will allow choice Items to be added which change the path the workflow is currently following, and will complete Action templates to do the actual work of the workflow.
Below is a sample workflow used for Development work
Once this work flow has been created, a user can complete workflow items very simply.
There will be a new workflow toolbar item on the Job that will show the current workflow item to be completed in a rich tooltip and complete that item when it is clicked.
This will automatically advance the workflow to the next linked item so the next user only has to use the workflow toolbar button, without needing to know how the workflow design was created or works.
When presented with the new choice item they will be shown a message to choose how to proceed then the workflow will follow that path
The workflow is also recorded better than ever before so you can see where you are in the workflow as well as which items have been completed and how many times.
The workflow is also recorded in the action log section of the Job so while looking through the action logs it is easy to see which items are workflow items and which are manually added staff or client actions
And as always with HelpMaster the workflow is Template driven, meaning you can create workflow for Template Jobs so when a Job is logged selecting a Job Template will automatically set up the workflow for the Job to follow through its life cycle.
This new feature is in the process of its last little refinements and testing,
so if anyone has more ideas especially using this type of model, now would be a great time to chime in with ideas to better improve this feature.