Add a Workflow

admin utilities workflows

Workflows are Vision's tools to execute lean practices system-wide. Workflows can be used in a variety of situations and can be tailored for business, residential and government accounts. 

Semi-automation and automation make it easier to grow, and utilizing workflows reinforces best practices company-wide. Rather than employees searching for the next thing to do, Vision flips the script and brings the work to them. Workflows incorporate time-based tasks so work will be completed at the scheduled time, while task dependencies make sure tasks are completed in the intended order. 

This method of assigning and completing work makes it easier to understand what is being done when and by whom, and it also makes it easier to change processes and evolve. 

Vision recognizes for fast-paced companies to grow, the way tasks are completed need to be flexible enough to change over time. Versioning records all previous iterations of a workflow and promotes cycles of learning when making decisions about what to do next. 

Dividing the labor load also allows more tasks to be done by more people; there's no need to rely on one employee to complete one specific job no one else knows how to tackle. The system becomes the most knowledgeable employee and makes it possible to retain information internally. 

Here you will learn about:

Quick Links:

Adding a Workflow

Go to the  menu-24px.svg menu in the upper left-hand corner and select Admin Utilities. Select Workflows and then click the Floating Action Button to add a new workflow.

Name the new workflow and select a workflow type from the drop-down menu. Input a workflow description, then click SUBMIT to create the new workflow. 

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Versions

Workflows have a version number, type (development or production), and date created. Click on a version of the Workflow to open the Workflow editor. Workflows that are in development will only display the option to edit create-24px.svg or delete close.svg the version.

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 Workflows in production will display the options below:

  • content-copy.svg- Copy to New Version: this copies a production version of this Workflow into a new development version.
  • plus-box-multiple.svg- Copy Version to New Workflow: this copies a production version of this Workflow into an entirely new Workflow starting at version 1.
  • Sub_Invoices3-5_17_20.png - Delete Version
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Auto Start 

To add or change Auto Start Options associated to a Workflow, click the Edit create-24px.svg icon. 

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There is the option to turn on Auto Start for packages added through Vision and packages added through the Online Shopping Cart. Once an option or options are selected, click EDIT WORKFLOW.

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Workflow Associations 

Any Workflow type involving Subscriber Packages will have Packages associated. This way the Workflow can be kicked off when adding a Subscriber Package to an account.

Subscriber Package workflows should reflect the company process for what actions happen by people or the system after the sale of a service package. 

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Workflow Editor 

To start designing the Workflow and to start adding Tasks to the workflow, click on the floating action button add_circle-24px.svg in the lower righthand corner. Click the icons in the upper left for more options, including instructions.

Click here to learn more about the Workflow Components. 

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