Under Administration > Service Workflows, users can now create multiple work order flows and link them to work contexts. Previous versions of Qualer allowed only 1 order flow.
There will always be a default which is the flow that will be defaulted to if a custom flow is not selecting upon creating an order. To add a new flow, click New:
- Name = the name that will show in the drop list when creating an order
- Active = click the checkbox to make it usable, otherwise to leave it in a draft state deselect the box
- Priority = when the flows are set, certain conditions can be set for when they are available (explained in detail later in this article for work contexts). If the asset(s) on the order can potentially have multiple flows applied, one can be set as the priority or default above another. This is very important since the workflows happen automatically when creating an order based on the asset, site, and client conditions.
- Work Context - which contexts should the flow be linked to. Default is all. Contexts are explained in detail below.
Once the flow template is created, each step can be modified as needed.
Work contexts can be modified by clicking Manage Work Contexts within the flow or by going to Administration > Operation Settings > Work Contexts tab. Click Add Context if you want workflows to be available in only certain cases:
From here, a variety of circumstances based on asset, site, and client information can be set:
In the above example, the flow that is linked to the GMP Equipment context will only show as an option if the asset type is Val Product Sub-Type, the asset criticality is NOT VallCriticality, the service site is SiteRequest, and the asset pool is ValPool. A variety of combinations can be set. When ready, the context can be linked to the service workflow.
More information about Service Workflows you can read here