New dashboard: Live Workflow
We're very happy to announce the new Live Workflow module. This screen allows you to quickly view the progress of your jobs, you can sort filter and group by specific dates, quickly complete and set target dates for tasks.
Requires new security permission: 5700 - Workflow List Data
Please see the walkthrough below for how the dashboard works (Click full screen button to try it yourself).
Click <span class=""><i><b>Live Workflow to get started</b></i></span>
Click <span class=""><i><b>Full Screen to show everything.</b></i></span>
Choose your data layout. Each layout changes the first few columns to provide the best information.<br>
Click <span class="component"><i><b>highlight</b></i></span>
Include completed jobs will show jobs where all summaries have been completed.
Choose which jobs to show.
Choose which summaries need to show.
Click <span class=""><i><b>filter to show the result.</b></i></span>
You can sort and filter using the top bar.
Hover over the task to see how many tasks are completed / outstanding with the summary.
a green line indicates the percentage complete of all tasks with that summary.<br><br>eg. 1 task complete and 1 task 50% means overall progress for the summary = 75%
Double Click to open up associated tasks.
List of tasks shows here, multiple tasks can be viewed with the same summary.
Based on your permissions you can now delegate, accept, complete or set a due date to the tasks.
Dragging columns to the header allows you to filter results.<br><br>Dragging a summary filters the result set based on <b>forecasted</b> date. (Last week, this week, next week, next month, next year)
Drag and Drop to use the filter.
Open the filter to see results
You can now plan your work accordingly.
To close the filter click on the group header.
You can quickly navigate to the job by clicking on the Job No.
Doubleclick <span class=""><i><b>the summary header to go to the Task Calendar View.</b></i></span>
You can see when tasks are to be done.
Click on the More button to show all tasks for that day.
Double Click <span class=""><i><b>on task name to open task details.</b></i></span>
You can now action this task.
Click <span class=""><i><b>task list to return to the work flow dashboard.</b></i></span>
That's it. You're done.
Changes and Improvements
[CA-2567] - Fixed - Scheduling a task to Construction Manager does not send emails.
[CA-2571] - Fixed - Bulk Operation - Assign Roles not filtering correctly
[CA-2593] - Fixed - Split Tasks are not Sending alternates dates to JobFile incorrectly
[CA-2601] - Fixed - problem with Mobile Leads Clients have blank space at front of client title
[CA-2602] - Fixed - problem with Lead Category is no longer visible in Mobile Leads
[SEC-001]- Fixed - issue around forced logouts on appool recycle.
[CA-2568] - Added - prcGetSpecialFlexFields now utilises business unit hierachy