Once a plan has been produced the Workflow Manager Screen can be used to manage the progress of the workflows through their various stages. The browse has a series of filters that allow you to view by Workflow Type, Stage, and Staff. You will also notice some appear in Blue while others are in Black. This is dependent on the tick box selected in the Planning section of the Workflow. Blue is for Priority and Black is for Draft or no selection.
Select your required Workflow by double-clicking on it from the list. This will open the Workflow window.
This shows all the information associated with this workflow. It is broken down into a few sections:
- Client & Job Details
- Staff Allocation
- Planning
- Status
Within the Planning section, there is a field called ‘Type’. There are two options available, ‘Summary’ or ‘Detailed’. If ‘Detailed’ is selected the following tabs are displayed in the bottom half of the Workflow manager:
- Stages – includes the Stages defined in the Workflow and their status (see below for more information)
- Planned – a view of the stages represented through a project view
- Checklist – the associated Checklist defined for the Workflow and their status
- Communication – any communications that have been logged
- Books Ins – displays the books in records associated with this client
- WIP – the client WIP ledger associated with the Workflow
- Notes – for recording further information.
If ‘Summary’ is selected the tabs are hidden.
Stages: It is possible to double-click on each individual stage to add/edit the Stage detail. The Stage window will be displayed.
The Workflow has a number of Access Rights associated with it. These Access Rights can be found under the Access Group function within DRIVE (Tools > Access Groups).
Within the Access Group screen, they are found under Data Selection > Workflow.
Access Rights
Workflow General
- Show All Clients – access to all clients
- Show All Staff – access to all staff
- Show Read Only
Workflow/Deadline - Workflow Type/Deadline Date
- Access
- New
- Edit
- Delete