Feature Guides
Workflows
2min
The Workflows feature in Visualogyx allows you to streamline and manage your inspection processes by defining steps and assigning permissions based on roles. This feature is designed to ensure that each team member has access to and responsibility for only the sections relevant to them, improving efficiency and clarity in inspections.
- Page-Level Access Control: Using the Template Builder, you can configure specific access and visibility permissions for individual pages within your inspection templates. This ensures that only authorized users can view or complete certain sections.
- Action Buttons: Add action buttons within inspection templates to:
- Submit and lock data for individual sections.
- Track inspection progress through custom statuses.
- Trigger automated notifications to relevant users as the workflow progresses.
- Shortcuts for Easy Navigation: Quick navigation buttons provide access to inspection properties and options for sharing inspections with third parties.
- Define Steps: In the Template Builder, define the steps in your inspection process by assigning role-based permissions to pages or sections.
- Set Action Buttons: Use action buttons to control the submission and locking of data for each section.
- Monitor Progress: Use custom status updates to track the progress of inspections in real-time and ensure tasks are completed in the correct sequence.
- Enable Notifications: Configure automated notifications to alert users as each step of the workflow is completed.
Workflows is a premium feature. If your organization needs this functionality, please contact us at [email protected] to request activation.
Updated 23 Sep 2024
Did this page help you?
TABLE OF CONTENTS