Step Attachments All steps with the exception of Group Step have the ability to have assets added. An asset can be a photograph, video or document and can be used by users when completing jobs as useful points of refe... WorkfloPlus v3 Workflow Design
Step Properties Step Properties allow additional settings to be added to a step, if needed. Each step within the Workflow build has its own unique Step ID which can be viewed and copied via the Step Properties panel.... WorkfloPlus v3 Workflow Design
Errors & Warnings As you progress through your build, you will notice that Errors and Warnings are displayed. The affected steps are highlighted and a summary of everything is displayed in the bottom right hand side of... WorkfloPlus v3 Workflow Design
Saving your Workflow Once you have created your Workflow and checked for any errors it can be saved and then published. Select SaveVersion on the top right hand side of the screen. As soon as the Workflow version is saved... WorkfloPlus v3 Workflow Design
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
Running a Job (computer) To start a job you will need to make sure that all the associated Tasks (Workflows) have been downloaded. These can either be downloaded individually as you go through the job or you can hit the DOWNL... Creating & Running Jobs WorkfloPlus v3
Captured Media Any photos, videos or signatures captured during Job completion are logged in the Captured Media section on the Job Panel for easy reference and download, if needed.... Creating & Running Jobs 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
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