Getting Started: How to build a Workflow

Only Admins have permission to perform this task. 

Workflows are step-by-step guides to help the technician gather the proper information for each type of job they will encounter onsite. 

Before technicians can start using the workflows to improve their process you need to design and build the workflows. 

In this article, we will cover how to build a workflow. To learn how to build a workflow step please review this article: Getting Started: Building a Workflow Step.

1. Go to Workflows, under the Administration tab, and select + Add Workflow. 

2. Provide a Name for your workflow. This will be seen by the technicians when they choose the workflow. 

3. Choose if you want to add a Workflow Logo. 

3. Assign the workflow to ALL groups or particular groups. Only the technicians in the groups will see the workflow in their list. 

4. Establish a Notification Contact(optional). You can choose to have individuals informed when this workflow is used. They do not have to be XOi users. 

5. Make a Work Summary required(optional). You can require a technician to provide a work summary on their workflow. Your technician will be able to do this through AI or manually. 

6. Begin adding your Workflow steps by pressing either Step Templates or Add Step.

Please read this article for more information: Getting Started: Building a Workflow Step.

7. You can edit Workflow steps by clicking the Edit button or delete by clicking Delete. You can reorder steps around by dragging them up and down. 

8. Choose the Workflows Visibility. When left off the workflow will be available in the main workflow list for everyone in the groups given access to this workflow. When toggled on this workflow will only be accessible through conditional workflow choices. 

9. Establish a Reporting Category: This will help organize the content provided in this step into categories. 

10. Select Save when done. 

Your workflow will now be available in the XOi Vision App for all users in the groups assigned to this workflow.