Workflows in PICSWeb Configuration
Workflows in PICSWeb allow you to set up custom statuses and status workflows for the following record types:
Once set up, records can be assigned to a certain workflow and transitioned through the available statuses.
You can view the current status of a record in their record summary. The icon by the can then be selected to show the current workflow attached to the record.
Selecting Delivery > Workflows will open the workflow configuration page. This is made up of the following tabs:
In This Section
- Workflow List in PICSWeb Configuration
- Creating a New Workflow in PICSWeb Configuration
- Workflow Summary in PICSWeb Configuration
- Workflow Transition Summary in PICSWeb Configuration
- Applicant Statuses in PICSWeb Configuration
- Learner Statuses in PICSWeb Configuration
- Organisation Statuses in PICSWeb Configuration
- Opportunity Statuses in PICSWeb Configuration
- Appointment Statuses in PICS Configuration
- Task Statuses in PICS Configuration
- Using Workflows in PICSWeb
- Workflow Colour Coding