The purpose of the Workflow Scheduler is to allow users to easily plan out their jobs for the year. Using simple drag and drop facilities the user can build up a plan and allocate staff to those plans.
The Workflow Scheduler window is displayed when the user selects the Workflow Scheduler from the Drive navigation bar. The user will be presented with the Clients and Staff associated with them on the left and the planner on the right, below.
Creating a New Workflow Schedule
To create a new workflow schedule, select the icon from the top left of the Workflow Scheduler. The ‘Add Workflow’ window will be displayed.
Select the appropriate Client, Job, or Workflow Type from the drop-down lists.
The ‘Planned Year’ should default to this year and the ‘Year End’ date should appear (based on the selected client.
The ‘Start Date’ and ‘Finish Date’ will default to today’s date, you can change this as appropriate.
The ‘Deadline Date’ will appear if a deadline date was selected in the Workflow Type setup.
You can enter a ‘Budget’ amount if required.
Priority: tick this checkbox if this workflow is considered a priority (the colour of the workflow will change - BLUE)
Draft: tick this checkbox if this workflow is considered draft (the colour of the workflow will change - BLACK)
Off-Site: tick this checkbox if this workflow will be off-site (the colour of the workflow will change)
Note: A combination of the above checkboxes is possible and the colour will alter accordingly.
Click the OK button to add the workflow to the planner. Now on returning to the Workflow Scheduler window you will see the Workflow you created represented on the planner by the workflow icon.
View and Zoom Options
The Workflow scheduler has two views available.
The Project View (this is the default) and the Resource View (which will show the planner for each staff member).
The view icons are found in the toolbar of the Work Scheduler.
The Resource View displays a limited number of staff by default. This can be increased or decreased by using the Visible Resource Count option (plus and minus icons on the bottom right of the resource view). You can also move quickly from one workflow to the next by using the ‘Previous’ and ‘Next’ tabs).
The Zoom options allow you to change how much of the planner you would like to view. The Zoom In and Zoom out icons are located in the top toolbar of the Workflow Scheduler.
Depending on the level of Zoom the planner view will change between the ‘Day’ view, ‘Week’ view and ‘Month’ view.
Select Grade
The Resource view can be further customised by using the ‘Select Grade’ option. This is found in the toolbar of the Workflow Scheduler only when Resource View is selected.
The Select Grades window is displayed. Select which Grades your wish to view by ticking the checkboxes. Select the OK button to save your selections.
The Workflow Planner will now display only the staff based on the Grades you have selected.