Workflow Analysis - Drafting Management

Article index

Overview

Changes have been introduced to offer different control and behaviour of the Drafting Workflow Analysis Tests.

Functionality Delivered

A new Staff Role has been added called Draftsperson – Allocated. Only results that match the staff member allocated to the drawing record will be returned. Previously, the only option available was "Draftsperson (All Key Roles)".

• Note: if the drawing staff member works across multiple rDivs make sure the Workflow Analysis is configured the same in each rDiv e.g. Staff Role set to Draftsperson - Allocated or Draftsperson - All Key Drafting Roles; do not use a combination of both Drafting Roles across rDivs

Setting Up Work Flow Analysis: Draftsperson - Allocated

This is used to select the criteria for Workflow Analysis.

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

Open

• 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 – Change from Draftsperson – All Key Drafting Roles to Draftsperson - Allocated from the list
     Note: Where a role reads ‘All Key Drafting Roles’ indicates more than 1 Draftsperson will be grouped.
     Example: Draftsperson - All Key Drafting Roles will possibly include more than 1 Draftspeople being returned for the test

  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

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