Create Workflow

<aside> 📍 Main menu → Modeling → Workflows → All workflows

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  1. Click +.
  2. Set a name for your workflow.
  3. Click CREATE NEW WORKFLOW.

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Configure General Parameters

<aside> 📍 Specific Workflow → Workspace tab

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Name Name of the Workflow
Description General paragraph that describes the workflow.
Feature Image A general image that refers to the workflow.
For example the image of the machine for inspection, or a product outcome for the process.
Template Default - N/A
Product Enables to configure production outcome of the Workflow.
Multiple products can be added.
Please Note - product is now linked to Parts module
List Items Add specific documentation to workflow.
BOM Enables to add parts that are used during the process. See https://nextplus.notion.site/9273dd7975214f6baca1766363a52ab6 for more info

Product assignment guidelines

There are some rules, limitations and other guidelines regarding the use of Products features in a workflow.

  1. Product outcome can only be used when a workflow is assigned to a Work Order.
  2. Multiple products can be configured in a workflow, but only one will be assigned to a specific Work Order.
  3. The product’s P/N is taken for the Parts module, but the revision has to be entered manually.
  4. If a workflow is used for other purposes (such as: maintenance, RMA, planning, etc.), but still used in a Work Flow. It must be configured with a dummy part.

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Configure Admin Parameters