Workflow Assignments

Source: This article refers to Workflow Assignments

In a Nutshell

The Workflow Assignments screen is used to view and manage the assignment between workflow steps and the visual icon used to represent them in the customer-facing interface.

Workflow steps refer to the status options available to the technician to communicate the current status of a given service request (example: travel, work, etc.).

A Closer Look

The Workflow Assignment screen consists of a picker with which you can select which worklow steps you wish to associate with the available external status icons.

External Statuses

External Statuses are the icons that are displayed to a customer to represent a service call status.

Available Icons

In addition to the default status icons, you can also search for and apply other icons to workflow steps:

Workflow Steps

Workflow steps are in essence the series of statuses that a service call will progress through from start to finish.

The following workflow steps are available:

Workflow Step Description
Accept Used by technicians to accept the service request.
Reject Used by technicans to reject the service request, which can then be reassigned.
Travel Used to inidicate the technician is traveling en route to the equipment/item location.
Work Used to indicate that the service is currently in progress.
Finish Used to inidicate that the service is complete.

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