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
Home Page When you launch WorkfloPlus v3 you will be greeted with the Home Page. The Home Page will default to the current week and display a summary of any jobs that are Not Started, Scheduled, In Progress or ... 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
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