Workflows are an important feature that helps in streamlining the approval process for Documents, RFIS, Issues, BOMs/BOQs etc.
Workflows tool in Krion6D is available under Settings in
Note: The items displayed in the Workflow list can also be changed by selecting the columns drop-down menu. Search bar allows to search for a particular workflow.
To create a new workflow, click on . Add workflow dialog opens where we must fill in the details.
Note: Before creating any workflow, the workflow should be assigned to any one of the categories viz., Process or Document.
General Info
· Select steps of approval to be setup in the workflow. The following options are available
o One Step Approval: A single approval step.
o Two Step Approval: A review step and an approval step.
o Three Step Approval: Two review steps and an approval step.
o Four Step Approval: Three review steps and an approval step.
o Five Step Approval: Four review steps and an approval step.
· Name: Enter a name for your workflow
· Description: Enter some description of your workflow.
· Workflow Category: This can be set to document workflow or process workflow
· Status: Select status as Active/Inactive for the Workflow
Steps
The Steps section specifies the details for each step in the workflow:
· Step Name: Enter a name for the step E.g.: Initiator, Approver etc.
· Reviewers: Add the reviewers for the step by selecting a user or a user groups
· Time allowed: Specify the time allowed for each step. You can also select either calendar days or work days (fixed at Monday to Friday).
· Description: Enter some description related to the step
· Select one of the options between Ever member must review or Minimum number of reviewers required
· Click on Email if the reviewers of the workflow have to be notified via Email.
Note: Based on the Number of steps selected in the General Info each step, you must enter the Step name, Reviewer Type and Time allowed and other details
Workflow notes: Optionally, add a custom note, such as a disclaimer, which will be visible to all reviewers.
Finally, click on to finish creating a workflow.
From the workflow list Select a workflow my clicking on the check box and then Clicking on under Action to Edit or Delete a workflow.