CBC-PROC-198 Version 2 last review date: Jul, 2019
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. |