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Article Index

Table of Contents

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  1. Click Setup. The Work Flow Analysis Setup dialog will be displayed.

    Image Removedimage-20240725-042656.pngImage Added

  2. Update the details as required to suit the tests that need to be actioned/analysed.

    1. Criteria - Major Stage - Select from the list e.g: Administration, Administration & Construction

    2. Criteria - Minor Stage - Select from the list e.g: Tender, Contract, All Stages

    3. Criteria - Staff Role - Select from the list e.g: Administrator, Colour Consultant
      Note: Where there is a role that reads ‘All Key Roles’ this indicates there is more than 1 role grouped together.
      Example: Estimator - All Key Estimating Roles includes both roles of Sales Estimator and Ordering Estimator.

    4. Criteria - Staff Member - Select Staff Member Name from the list

    5. Criteria - Include Jobs On Hold? - Select from the list - Yes/No?

    6. Test Results - Results to Include - Select from the list e.g: All Tests, Incomplete Tests Overdue

    7. Analysis Tests - Tests To Perform - Select the Staff Members Name or All Tests

  3. Click Close. The dialog will close however the setup information will be retained and used for any tests that are performed for the current session.

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For information on how to set up this process please see Work Flow Analysis Test or Work Flow Analysis - Best Practice.