Creating a New Workflow 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... WorkfloPlus v3 Workflow Design
Toolbox Workflows are built using a selection of different step types: Instruction Step Text Step Numeric Step Photo Step Video Step Date/Time Step Signature Step Selection Step Decision Step Group Step Termi... WorkfloPlus v3 Workflow Design
Designing & Building your Workflows AllWorkflows must commence with a START step and finish with a TERMINATE step. The START step is always provided for you automatically, however the TERMINATE step needs to be added at the end. Connect... WorkfloPlus v3 Workflow Design
Step Types Instruction Step Instruction Steps tell the user to dosomething. For example this might be to watch a video, read some instructions or carry out a task. To populate the step with information double cl... WorkfloPlus v3 Workflow Design
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