CBC-PROC-127 Version 4 last review date: September, 2024
What is a Workflow Panel?
A Workflow Panel is a customisable dashboard element that displays information,such as a count of open Work Orders, or outstanding paperwork. The statistic displayed can be clicked to take you to the relevant list. The intention behind this is to provide an easy way for Users to identify tasks to be completed, or to keep an eye on attendance deadlines, for example. You can have more than one panel of each type, with each displaying results for a different context. The panels available to you depends on your Role within the system. Workflow panels are displayed on a Workflow view, available via the ‘Workflow’ link at the top of the Navigation Panel.
What is meant by ‘Context’
The statistics displayed by a panel can be restricted to certain criteria, such as the contracts and sites you are assigned to, or by your Parent, if you are a Client user. Selecting a context allows you to have a panel focusing on a subset of results
1. Workflow Panel Types
| PANEL | DESCRIPTION |
|---|---|
| Qualifications – Action Required | Displays a count of how many Qualifications are Required to be submitted. This includes Qualification that are expired and those that have not yet been submitted. |
| Open Work Orders | Displays counts related to open Work Orders, including counts for those approaching or past attendance and completion deadlines. |
| Work Requests – Action Required | Displays counts related to open Work Requests, including counts for those “Awaiting Client Approval”, and “Approved For Action” |
2. Adding a Workflow Panel via your User Profile
To customise the panels displayed, access your Workflow Settings on your User Profile.
2.1 Navigate to your User Profile.
- Click your name in the top right corner.
- Click the ‘User Profile’ link.
2.2 Click the Workflow Settings panel.
- The Workflow Settings table will be displayed, showing a list of your current Workflow settings.
2.3 Click the Add button to add a Workflow Panel.
2.4 Prioritise the Workflow Panels.
- You can specify what order the Workflow Panels will appear on the Workflow view by moving them up and down.
2.5 Save your User Profile via the Save button in the lower right corner.
2.6 Click the ‘Workflow’ link on the Navigation Panel to review your Workflow Panel selections.
3. The Workflow Panel form
When adding a new Panel or editing an existing panel, the Workflow Panel form is displayed, allowing you to modify the Panel type or the context of the Panel. Each Panel type can have slightly different context options.
Context options are controlled by your role within the system.
| FIELD | DESCRIPTION |
|---|---|
| Panel Type | Allows the selection of the Panel Type. |
| Contract | Allows the selection of a single Contract, or options of ‘Any’ and ‘All Assigned’ |
| Site | Allows the selection of a single Site, or options of ‘Any’ and ‘All Assigned’ |
| Provider | Allows the selection of a single Provider, or options of ‘Any’. |
| Client | Allows the selection of a single Client. |
4. Panel Type Details
4.1. Work Orders, Debtor Invoice Not Submitted
This panel display counts of Work Orders that have a Work status of 'Works Complete' and Billing status other than 'Invoiced'. Counts are broken up into sub-categories indicating what may be preventing an invoice being raised (rows), and how long it has been since the Work Order was marked as works complete, (all, >10 Days, >20 Days, >30 Days). Use context options to control which Work Orders are considered, such as to limit results to Work Orders from specific contracts, or to exclude Child Work Orders which may noy need to be invoiced at all.
Context Options
| Option | Description |
|---|---|
| Contract | Allows selection of 'Any' or a specific Contract. |
| Region | Allows selection of 'Any' or one or more Regions. |
| Site | Allows selection of 'Any' or one or more Sites. |
| Provider Type | Allows selection of 'Any', or 'External Provider' (Work Orders assigned to a Provider with the Classificaiton field set to 'External'), or 'Internal Provider' (Work Orders assigned to a Provider with the Classificaiton field set to 'Internal') |
| Provider | Allows selection of 'Any', or one or more Providers. Only Work Orders assigned to selected Providers will be included. |
| Work Order Type | Allows selection of 'Any', or one or more Work Order Types. Only Work Orders with a selected Work Order Type will be included. |
| Service Type | Allows selection of 'Any', or one or more Service Types. Only Work Orders that have at least one of the selected Service Types will be included. |
| Invoicing Style | Allows seleciton of 'Any', one or more of 'Standalone' or 'Sub-invoice'. Selecting 'Standalone' will include Work Orders that have 'Sub-invoice' off, while selecting 'Sub-Invoice' will include Work Order that have 'Sub-Invoice' on. |
| Work Order Relation | Allows selection of 'Any', or one or more of 'Master', 'Child', or 'Standalone'. Where 'Master' is selected, Work Orders that have a child Work Order are included. Where 'Child' is selected, Work Orders that have a master Work Order are included. Where 'Standalone' is selected, Work Orders that neither have a master or child are included. |
Panel Fields
| Field | Description |
|---|---|
| ALL COMPLETED | All Completed Work Order orders that are not invoiced. |
| PAPERWORK REQ'D | Completed Work Orders where the Paperwork Status is not 'Fully Received'. |
| CREDITOR INV. REQ'D | Compelted Work Orders where the Cost Status is 'Not Yet Confirmed'. |
| CREDITOR INV. UNDER REVIEW | Completed Work Orders where the Cost Status is 'Costs Awaiting Review'. |
| AWAITING CLIENT PO | Compelted Work Orders where the Billing status is 'Awaiting Client PO'. |
| READY FOR BILLING | Completed Work Orders where the 'Ready for Billing' flag is true (on). |