To manage workflow settings, go to Work Orders > Settings > Workflow. The screen that appears displays a range of workflow-related fields that you can configure based on the way you want the workflow to function. The following table lists each of the setting types and lists the fields located within each one.
| Workflow Setting | Description | Control Type |
|---|---|---|
| Add New Customer | Specify whether customers to be placed in existing sites and whether sites can be placed in existing buildings | Check boxes |
| Global Customer Portal Settings | Designate whether it is possible to create multi-line item service requests and specify the default request type: Request or Service Issue. | Radio buttons/Drop-down list |
| Work Order | Specify whether to show street addresses in Work Orders and whether to enable Task to Punch List association in Work Order creation. | Check boxes |
| Required Fields | Specify whether or not to require a repair category/repair code when completing a work order, a labor code when submitting a work order; and a Contact At field to be filled in when creating a Request-type work order. | Check boxes |
| PM/RM Work Orders | Specify the default number of days before the start of a PM/RM date that a work order should be generated. This value is only a default value and can be changed manually from within an individual PM/RM schedule. | Drop-down list |
| Basic Work Orders | Specify the default work order type that is selected when the Create a New Work Order button is pressed. | Drop-down list |
| Vendor Portal | Specify whether vendors can complete work orders from the Vendor Portal. | Radio buttons |
| Mobile Web | Specify whether to use the Specialty filter by default when assigning a work order from the mobile web. | Radio buttons |
| Mass Manage | Specify whether you want the table refreshed after executing an action on the mass manage screen. | Radio buttons |