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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 some the production sort orders.

De


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

           has been saved. 

 

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.

  3.       Make required changes.

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

            been saved.