Depending on the project requirement, the system allows the System Administrator to define and set the appropriate work-flow for every module.
By default, there are set standard workflows to several modules (to name a few) listed below:
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Documents & Drawings Manager
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Forms and Checklist Library Manager
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Punchlist & C.O.W Tracking Manager
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Job Cards and Work Packages Managers
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Resources and Users Manager
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Notice of Energization Manager
You can select the following options for both static (old) and dynamic (new) workflows but you cannot configure the workflow statuses in the old workflows.
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Allow Editing - Allows user to edit the workflows
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Use Workgroup - Allows users of selected workgroup to access the records
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Use Responsible Company - Allows users of selected company to access the records
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When both workgroup and responsible company options are selected, then the users who belong to the workgroup and the responsible company will be able to access the records.
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All dynamic workflows can now be exported choosing a .csv or .xlsx formats to include all workflow information inclusive of modified workflows. Select Yes in Include Workflow options.
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When you configure a state for multiple sign-off, the Resource Label field is required. Failure to add this can cause exports with “Include Workflow” to fail.