Job Templates If you wish to reuse a Job on a regular basis for scheduling purposes, you may wish to create a Job Template to make this quicker and easier. To create a Job Template navigate to Job Templates via the... Administration WorkfloPlus v3
Workflow Editor The Workflow Editor is used for creating and editing your processes can be accessed via the Main Menu as follows: This link launches the main Workflow Editor screen. From here, you can either create a... Administration WorkfloPlus v3
Group Management Group Management enables related users to be grouped together so they can quickly and easily be given access to Workflows and Jobs. It is also possible to filter by Group in the Job Browser. To access... Administration WorkfloPlus v3
User Management User Management is accessible via the menu (top left). When launched this will bring up a list of all users on the team and present a summary of their permission sets. Clicking on either the Name or E... Administration WorkfloPlus v3
Dashboard Users can access the V2 Dashboard by clicking on Dashboard via the main menu on the top left hand side of the Home screen.From this screen users can view and edit Workflows, Team Settings, Report Edit... Administration WorkfloPlus v3
Settings To access Settings please click on the menu (top left) and select Settings. This will bring up a list of customisable options. Customisable options: Remote Expert Solution If Remote Expert is enabled ... Administration WorkfloPlus v3
Job Browser Select "View All Jobs" on the top right side of the Home Page to open up the Job Browser: This link can also be accessed via the menu on the top left side of the Home Page: The advanced Job Browser en... Administration WorkfloPlus v3
Adding a New Workflow To add a new workflow please click on on the burger menu (top left) and select Workflows. This will bring up a list of all workflows available on the team: To add a new workflow to the team, click on ... Administration WorkfloPlus v3
Adding and Managing Workflow Versions Adding new Version (zip file) To add a new version of a workflow to the Web Client please click on on the burger menu (top left) and select Workflows. This will bring up a list of all workflows availa... Administration WorkfloPlus v3 Workflow Panel
Uploading a new Workflow - Live/Draft/Approval When a new workflow is added it can be set to either Live (default), Draft, or For Approval. If a Workflow is set to DRAFT or FOR APPROVAL mode it will be highlighted in the Workflow Panel and on the ... Administration WorkfloPlus v3