Step 1: When several workflow projects have been created using an approved template, they will be displayed as per below
Step 2: Projects which are no longer live can be archived. Select the project and click on ‘set as not in use’. This will hide the project from view. There is an additional filter option for this called ‘In use’. By selecting no, it will display all the projects which have been archived
Step 3: If the launch date is red this will indicate that the launch date is sooner than the project completion date.
Step 4: If the current step is green this will indicate the project is on track, if this is red it will highlight the step and potentially the project is running overdue,
Step 5: There is a status bar giving a project progress update. Hovering on this icon will inform the user of how many steps there are in the project and how many have been completed to date.
Step 6: Selecting the ‘load’ button will open that project
Step 7: The edit details option will allow the user to change the project name, launch date, description and custom fields answers if required
Step 8: The edit product option will allow the user to amend the raw material of finished product name (this will be stored in the company product file)
Step 9: In the lower half of the screen the project steps are listed
It details if a step has been started/completed with dates provided
It details the assigned step completer. The black asterisk informs the user their action is required on a step
A status bar displays if a step is not started, in progress, completed or requires review
The first ‘edit’ button will always be available, however if a prerequisite is setup for the following steps, they will not be available to load until the step prior has been completed.
By hovering over the edit button will inform the user of what steps must first be completed before starting
Selecting ‘show your steps’ will condense the user view showing the steps which they have been assigned to only.
Selecting all or some of the steps and clicking ‘view selected steps will create a PDF detailing all the information captured in each step.
Step 10: To open a step which has been locked for editing due to a prerequisite this can be done only by the person who created the project.
An open icon will be available to this user.
To open the step early click on the green icon and a new model will open.
A reason must be given for opening the step early
The step will then move to in progress and all emails is set up will work as expected.
Step 11: Select the edit button. This will open the step in a new tab
Step 12: The assigned user will have a blue edit button; they must select this to open the form to add information
Step 13: The blue assign button will only be available to the user who created the project. Only that user will have to option to add new completers & approvers at this stage
Step 14: When some or all the data has been entered select save/exit/complete
Step 15: To return to the step list select the workflow details tab at the top of the page
Step 16: A red close icon will be available to close the step tab
Step 17: Complete the above actions until all the steps in the project have been completed
Step 18: When the project is complete a red banner will appear at the top of the screen and the project can no longer be edited
Step 19: If a completed workflow approved was added when creating the NPD template, this user must then review the competed project and give the final approval