Custom Job Fields Custom Job Fields enable users to quickly enter some predefined information as part of Job completion. A predefined Custom Job Field may be a project name, a location, an item reference or a customer ... Administration Creating & Running Jobs WorkfloPlus v3
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 Creating & Running Jobs 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
Managing Your Account Users can manage their Workfloplus v3 accounts by clicking on the icon with their initials top right and selecting My Account. Within this section users can edit their name, change their password, vie... Administration WorkfloPlus v3
Language Settings Users can update the language on WorkfloPlus v3 by clicking on the icon with their initials top right and selecting Language. From there users can choose between a list of languages currently availabl... Administration WorkfloPlus v3
My Account Users can access their Account details via the menu (top left) or directly via https://accounts.workfloplus.com/ At the top of the screen you will see a summary, including a list of all permissions th... Administration WorkfloPlus v3
Sync Status Users can check progress of any synchronisation by clicking on the Cloud icon on the top right side of WorkfloPlus v3. If the server is still syncing any data it will be displayed here. Users can refr... 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