Workflows begin with designing the order of actions you wish to model. Using Vision's simple drag and drop interface, managers can design processes from the simple to the complex.
Tasks in this flow may be assigned to specific users and groups as desired, broadening or narrowing the people needed to complete work.
Here you will learn about:
- What is a Task?
- What is a Field?
- What is a Function?
- What is an Assignment?
- Add a Task
- Add a Field
- Add a Function
- Add an Assignment
Tasks describe the work being conducted. Task dependencies create a decision tree to ensure work is completed in the correct order.
Examples of Tasks:
- Verify Inventory
- Schedule Installation
- Return equipment
- Invoice Equipment
Task fields describe the action(s) needed for a particular task. One task may have multiple fields to be completed. Fields can be a data collection point or a logic differentiator.
Examples of Task Fields:
- Fiber- Install- Event
- Assign- ipaddress
- Setup- Package- Ontime- Charges
Task functions take action to execute the work outlined in task fields. Task functions can be completed manually by an individual or automatically by the system. Not all task functions require a field.
Examples of Task Functions:
- Provision equipment
- Send an email
- Create a ticket
- Import fiber drop
- Invoice Service Package
Task assignments allocate work to specific users or groups.
To add a task to a workflow, click the Floating Action Button then the task icon. Now either choose an existing Task Type or add a New Task Type. More than one task can be added at a time. When ready click ADD TASK. As a note, new tasks can only be added to workflows in development, and multiple tasks can be added at a time. If creating a new task type, make sure to click the icon to create the new task, then select the ADD TASK button to add the task to the workflow.
Tasks are designated by a dark navy node on the Workflow Editor. Once tasks have been added, you can create task dependencies by clicking and dragging a line from the parent task to the child task.
Now choose from the following dependency types:
- Task - child task will spawn after parent task is completed
- Task Past Due - child task will spawn after the past due date
- Task Field Option - child task will spawn after the field within the parent task is completed
- Task Field Date/Time - child task will spawn but remain inactive until the date and time provided by the value of the selected task field
- Task Function - child task will spawn after the assigned Function is completed
When ready click ADD DEPENDENCY.
When clicking on a task in the Workflow, you will be able to toggle between settings, dependencies, assignments, fields and functions of that Task. Under the Settings tab you can change the Task Type, Time to Complete the Task, and the Time to Delay the Task Start if needed. You can select Milestone Task, which will be marked for reporting. Or you can select Trigger Subscriber Overlay, which will show up as an overlay on the subscriber page with this workflow and active task. Once completed with changes, click SUBMIT. Or you can REMOVE TASK here.
Select the applicable task, then choose the "fields" tab to add or view fields. Choose a field type from the drop-down menu, input the field name and toggle to require the field to complete the task.
To add a Function to a Task click the Floating Action Button then the Functionicon. Or click on the Task in the Workflow and choose the "Functions" tab. Then select a Task and when the Function will trigger. Now select the Function and if necessary Function Arguments. When ready click ADD FUNCTION.
To add an Assignment to a Task, click the Floating Action Button then the Assignment icon. Choose the assignment type (either a user, group, or contractor user), select the user or group to assign to, then the Task. Check the box to update tasks from the same workflow version. When finished click ADD ASSIGNMENT.