How do I add workflows to a job in XOi Mobile?

Roles Admin, Job/User Editor, Job Editor, and User have permission to perform this task. 

A workflow is a step-by-step guide that will tell you what type of information to gather and in what format (Images, videos, notes, etc...) for each type of job you will encounter. 

After creating a job you can add workflows to your job on the Job Details page. 

Note: If you are a contributor to a job, you will be invited to an already created job and will be able to add workflows, following the directions below. 

Select the + Add Workflow under the Workflows tab. 

A list of workflows will appear. You can scroll or use the Search workflows box at the top to find the workflow.  Select the workflow you want to add to your job. 

Once selected you will be taken to the Workflow page to begin working through your workflow. 

After you have finished your workflow you will be taken back to the Job Details page where you can add another workflow*. 

Additional Information

*If you are not able to add more than one workflow to your job, please reach out to your company admin. 

This process may change if you have an integration. Please contact your Customer Success Manager with questions.