Production - Workflow


Adding Workflow

Step     Action

  1.      Select {Settings} and then select {Production} under Dockets.

  2.      Select {Workflow} on the right-hand side of screen to auto scroll to 

           Workflow section.

  3.      Complete the fields.

Field

Description

New Orders

Select a default Department an order is sent to when created.

Posted Orders

Select a default Department an order is sent to when posted/invoiced.

Queue Priority

Select options from the drop-down menu to add custom statuses which will move themselves to the top of each production queue.



  4.      Select {Save}. A results window will pop-up to indicate the workflow 

           has been saved. 

gqA19ui4ndT5MoE1xCY-IevTC9YToIlmZw.png

  5.       Select X to close pop up results window.

 

 

Editing/Deleting Workflow  

Step     Action

  1.       Select {Settings} and then select {Production} under Dockets.

  2.       Select {Workflow} on the right-hand side of screen to auto scroll to 

            Workflow section.

yxGLViYQqSkKyLLR7dp2adENChgqw9KdsA.png

   3.      Make required changes.

   4.      Select {Save}. A results window will pop-up to indicate the workflow has 

            been saved.

KbW13-hpggmuzhTowjfjdh2I9utKiRh4tQ.png

  5.       Select X to close pop-up results window.