Overview

Processes are setup here and can be added to Work Order Types. Each process has a name and a list of tasks to accomplish. When linking a process to Work Order Types, users can choose if these tasks are mandatory or optional.

Navigate to Home > Maintenance > Work Flow > Processes.

1. To add a process, click +New Process.
2. Enter a Name and click Add. Creating a Task list is optional.
3. To edit/delete a Process, click / on the right.
4. To deactivate a Process, click to open the process. Toggle the Process Status flag to Inactive.
   

Tasks

Tasks are steps within the Process used to accomplish the goal of the Work Order / Inspection.

Add a new task, open a Process:

1. Click +New Task.
2. Complete the New Task wizard as needed. Click Add.
3. To edit a task, click Edit  .
4. To delete a task, click Delete .

Processes can be attached to Maintenance Schedules such that when the scheduled work order will be created, the process will be pre-attached to the work order.