Workflows are sets of actions used by permits to determine what is required to complete each different Permit Type. The main difference between the workflows is that they each demand different types of documentation to complete the permits.
To access, click on the Workflows tab along the top of the dashboard screen:
Use the following list to jump to each section:
Creating new Workflows
Once you have opened the Workflows screen, click the Add workflow button:
On the right-hand side the Workflow Info and Permit Type Mapped fields will load up. Fill in the relevant details, then click Save to create the new workflow:
- Workflow Info: The Workflow Code will be generated automatically upon creation of the workflow. Enter a Name for the workflow, and a brief Description for when it is to be used.
- Permit Type Mapped: This section is used to designate this new workflow to certain permit types. Click the relevant options from the left-hand list and use the blue arrows to move them across.
Editing existing Workflows
On the left-hand side of the screen will be a list of existing workflows:
Click the relevant Workflow Code to bring up the editing panel on the right-hand side of the screen. It will automatically open the Workflow Info tab - to switch to the Documents tab, use the options at the top of the screen:
- Workflow Info: The Workflow Code was generated automatically upon creation of the workflow. You can edit the Name for the workflow, and its Description.
- Permit Type Mapped: This section is used to designate the workflow to certain permit types. To include permit types, click the relevant options from the left-hand list and use the blue forward > arrow to move them across, or, to remove permit types, select them from the right-hand list and use the back < arrow to take them off.
Click Save once your changes have been made.
The Documents screen lists the files to be automatically sent out as prerequisites for the workflow:
To delete a document from the list, check the box next to it and click the Delete button at the top right of the list.
To add another document, click the Upload document button:
The popup below will appear. Fill in the details of the Document Name, Type, Version, whether Electronic Signature is required, how many return documents are required from the contractor, and then browse for the file. Click Upload once complete: