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- Category – relates to the test itself, typically [Common Work Flow Tests]
- Name – a title for the test itself, i.e. 'Build Contract Received'
- Description – following on the previous name, a sample description might be: “Build Contract has been Received 7 days after Build Contract Signed”
- Type – there are only two options for this, field 1 exists, field 2 does not, field 3 is in the paste / stage duration. If you are simply after Field 1 x amount of days after Field 2, then stage duration is the ‘default’ choice.
- Minor Work Flow Stage – select the appropriate minor stage from the list
- Calculation Method – there are several calculation methods available, however each is suited to a different scenario. Our default options are typically Cal Days – Standard duration between fields 1 and 2, and Work Days – Standard duration between fields 1 and 2.
- Allowance – how many days do you wish to allow staff to have before it is expected that the task is complete
- Order – where in the list of work flow tests do you wish to have this particular test
- Notes – any additional notes that you wish to add to this test
Adding Test Fields
To add a test field, select the RMS Field Context popup icon (ellipsis), and you will be presented with the below screen:
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Make use of the Test TYPE. By seting the TYPE to "Field 1 exists, Field 2 does not, Field 3 is in the past" this allows you to run Workflow Tests against scenarios where you require 2 fields to be not null. Eg: Soil Report has been received, Foundation Design has been Received, Permit Ordered has not occured.
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Allocating Work Flow Tests
After creating your work flow tests above and beyond the standard Framework WF Tests, you can now allocate these tests to region/divisions and then individual staff members. A test can be allocated to a single region/division or all region/divisions.
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- From the Staff list, select a staff member.
- Click Allocate. The work flow analysis test will be allocated to a staff member
Turning on Work Flow Tests on Login
Navigate to the security module within Framework Ecm, and then select the user folder / tab
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