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Recurring inspection steps

Recurring Inspection workflow steps represent the individual tasks to be completed for a recurring inspection account. Workflow steps can be associated with a recurring inspection type in any combination or order through the Workflow tab. 

Adding a workflow step

  1. Click on Administration from the navigation menu, then select Recurring Inspection Setup.
  2. Click Steps.
  3. Click the Create New button.
  4. Enter a Name and Description for the step.
  5. Enter how many days it will take to complete this step in the Default Processing Duration field. Use the drop-down menu to select Business Days or Calendar Days.
  6. Enter how many days prior to the end of the processing duration you would like a notification to be sent in the Default Notification Duration field. Use the drop-down menu to select Business Days or Calendar Days. *Note: This setting will change the color of the due date on the assignee's User To-Do List as well as send an email notification if that event subscription has been selected.
  7. Ensure the Active box is checked to display this step in the list of available workflow options when adding steps to a recurring inspection type or an existing recurring inspection account.

  1. Add any Statuses associated with this workflow step.
    1. Use the drop-down menu to select a Status.
    2. Select the corresponding State in the drop-down menu.
    3. Ensure the Active box is checked if this status should show on the workflow step.
    4. If any additional statuses are needed, click Add and repeat this process.

  1. Add any Actions associated with this workflow step.
    1. Click Add.
    2. Enter a Name and Description for the action.
    3. Ensure the Active box is checked if this action should show on the workflow step.
    4. Repeat this process to add any additional actions.

 

  1. Click Save.

Copying a workflow step

Workflow steps with similar configurations are often needed. After setting up the first workflow step, you can easily copy the configurations from one workflow step to a new one.

  1. Click Administration in the navigation menu, then select Recurring Inspection Setup.
  2. Select Steps.
  3. Select the step to copy from the list.
  4. At the bottom of the page, click Copy.

  1. Enter a New Name and New Description for the workflow step.
  2. Check the Copy Actions box to copy the actions from the original step to the new step.
  3. Click Copy. The new step will be created with the same configurations as the original step.