Estimating - Workflows
  • 15 Jul 2022
  • PDF

Estimating - Workflows

  • PDF

Workflow Search List Screen

Before an estimator can submit a proposal, they must submit they must get approval by going through a workflow process. This workflow outlines who can approve work orders and contracts that exceed preset revenue values. Within a workflow, there can be multiple tiers of approval authority established.

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Notable Information
Navigate to the Workflow Search List screen by going to Estimating and selecting Workflows.
image.pngPreviously, Workflows could be found under the Estimating menu as Manage Workflows.
Export to PDF can be accessed by first navigating to Print Screen from the More menu and then scrolling to Save as PDF from the Destination field and clicking Save.
1. Search for an existing service.
2. Advanced Search functions (filter, display, sort, and group information) are now located on the same screen.
3. Add a New workflow. 
4. The following options can be accessed under the More menu: Save As My Default, Reset Advanced Search, Print Screen, Export to Excel (Current View), Export to Excell (All View).

Workflow Details Screen

The workflow screen gives you the ability to create individual workflows. Click here to view more information.

Notable Information
1. Activate and deactivate a General Condition Template using the Active toggle button.
2. Save modifications using the Save button at the top of the screen. 
3. Remove a workflow by first clicking the More menu and then selecting Delete. 
4. Use the rich text editor under the Approval Email section to create an email template. The following new elements have been added to the RTE: image.png (Clear text format), image.png (Maximize and minimize your text box).
5. Use the rich text editor under the Denial Email section to create an email template. The following new elements have been added to the RTE: image.png (Clear text format), image.png (Maximize and minimize your text box).
image.png6. Add a workflow step. Previously, creating a step required clicking into the Steps (image.png) tab. Now, there is a Steps section near the bottom of the workflow screen.