Would you like to fine-tune your business progress management?
Would you like to use workflows with steps and transitions that faithfully reflect your business processes? Do you want step changes to be possible only after validation by authorized persons?
With the "Business Workflows" app, link your workflows to each business and automate step changes.
Activating the app allows you to :
- Associate a production workflow with each case
- Enter a linked progress report for each workflow step
- Automatically trigger the change of stage on the case, when the workflow stage is changed
What's more, the app lets you :
- Attach a sales document to workflow steps
- Attach workflow steps to document templates
- Attach an alert time to workflow steps
Go to the app settings, to select the desired options
Linking workflows and business
To associate a case status with a workflow step :
- Go to your workflow
- Select the status of the step
- Register
When a workflow step is changed, if it is linked to a case progress status, the information is automatically updated on the case.
When the progress of a job changes, the workflow step will be modified to take the one corresponding to the given progress.
The "Status" field of the case displays :
- Progress report
- The linked workflow stage
Notion of warning time
To assign an alert time to a workflow step, activate the option in the app preferences, then select the alert time for each workflow step.
For each step, you'll see how long the workflow has been in that step. This will be displayed in red if the alert time has been exceeded.
