Jobs Panel View jobs by selecting Jobs in the navigation panel on the left hand side of your Dashboard. Once selected this will open up the View Jobs panel in which all jobs will be displayed. From this panel, y... Jobs Panel WorkfloPlus v2.7
Completed Jobs Clicking on a completed job will bring up the Job Details screen from where the PDF can be downloaded. The job can also be downloaded in JSON or CSV format if desired. Clicking on any of the completed... Jobs Panel WorkfloPlus v2.7
Transferring Jobs using the Dashboard Jobs that are either IN PROGRESS or PAUSED will only have the option to download the data in JSON or CSV format. PDF download is not available. In progress Jobs can be transferred to other users by cl... Administration Jobs Panel WorkfloPlus v2.7
Abandoned Jobs Abandoned Jobs can only be downloaded in JSON or CSV format. They can also be deleted if permissions allow.... Jobs Panel WorkfloPlus v2.7
Scheduling Jobs The Schedule can be viewed via the navigation panel on the left hand side of your Dashboard. The scheduler feature allows owners or administrators to schedule jobs to be completed by a specified user-... Administration Creating & Running Jobs WorkfloPlus v2.7
Team Settings If permissions allow, Team Settings can be accessed via the cog in the bottom left hand side of the Dashboard. Remote Expert Solution WorkfloPlus has the ability to connect with 3rd party remote exper... Team Settings WorkfloPlus v2.7
Users If permissions allow, Settings can be accessed via the cog in the bottom left hand side of the Dashboard. Depending on permissions you will be able to click through and view permissions for each user ... Administration Logging In Permissions Team Settings Users WorkfloPlus v2.7
Adding a New User New users can be created inside the Dashboard Settings Menu by an Administrator. Clicking on Users from the Settings Menu will open the View Users panel. The default view is a searchable list of all U... Administration Logging In Permissions Team Settings Users WorkfloPlus v2.7
Groups Groups of users can be created via the Groups Link. If a Group is created then it can be added to the Workflow permissions as opposed to entering names individually. To create a new group click on the... Administration Permissions Team Settings WorkfloPlus v2.7
Audit Logs Audit logs can be viewed and downloaded if needed via the Audit button. Audit logs typically contain details of all user logins, token creations and user deletions. Clicking on an item will bring up t... WorkfloPlus v2.7
Creating an Email Integration WorkfloPlus lets you set up multiple job reports that can be run against completed jobs. The email integrations (formerly triggers) system allows you to send your reports to whoever needs them, with c... Integrations Report Templates WorkfloPlus v2.7
Reports When a job has been completed, WorkfloPlus automatically generates reports. What a ‘report’ contains is entirely up to you. A report might be a detailed job report showing all the completed steps in t... Data Integrations Report Templates WorkfloPlus v2.7