You can configure workflows to fit the needs of your business. You can automate certain tasks to save time.
To configure a workflow:
Click the Configure button to configure a new workflow or edit the configuration of an existing workflow.
Status nodes represent steps in a workflow. Follow the steps to create status nodes.
Click on the Add a Status Node button.
Fill out the information.
Status Label: The name of the node. This will be visible to dispatchers and security guards when viewing the status of the job.
Status ID: Typically, this is the status name with underscores ("_") instead of space. This ID is used in the system back end and space characters are not supported.
Note: For the first status in any workflow, make sure to check the "Set as Initial Status" checkbox. This will be the default status for every new job.
Click on the Save button to create the status node.
Repeat this process until every status is listed in the table.