Workflow Processes
Workflow processes display the tasks associated with a Workflow on a specific Subscriber page.
Workflows are the cornerstone of Vision project management and may interact with other aspects of the Vision environment. For example, a Workflow may be triggered by the creation of an invoice or itself create an invoice as an action within the Workflow.
- Learn how to design a workflow under the workflow components page.
To view the Workflow processes affiliated with a Subscriber, visit the account Summary page.
Click on the Workflow Processes card to display and sort the associated Workflows. If you do not have the Workflow Processing card displayed on the Subscriber Summary page, then you will need to add the card from the display settings. To learn how, click the Subscriber - Summary page.
The Workflow Processes card will display the associated address, service package, status, type and date started.
To view more details, click on the specific Workflow.
At the top of the Workflow box you have the options to:
View the tasks that are associated with a specific Subscriber and Workflow — as well as the associated Service Package and Hardware.
Click on the address to view the location and Subscriber account.
View the completed or open tasks under the TASKS tab. A completed task will have a green checkmark next to it, while an open task will have an open circle next to the task title.
Click on a specific task to view more details, including the start date, due date, completion date, assigned user and any notes.
To add a note to a completed or open task, type the note in the text box, then click UPDATE.
Trigger Subscriber Overlay
Click on the
