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      2. System administration
      3. Other settings

      Build your own workflows for assets and contracts

      You can set unique workflows for individual assets and contracts to suit your organisation's processes.

      About workflow builder

      Workflow Builder allows you to design your own workflow and business processes for contract and asset management. For example, you can specify the title of each workflow stage the people who need to check the contract or asset prior to approval. LogiqcQMS will then automatically send the contract or asset from one person to the next - no need to go back and forth from the manager.

      Create workflow stage names

      When you create workflows for assets and contracts, the names of the workflow stages are selected from the same setup list.  

      Setting up workflow stage names requires admin permissions. Learn more

      1. Switch to Admin mode via your user account menu.
      2. In Setup lists select Workflow stage names
      3. Click Add label
      4. Name your workflow stage eg 'Financial review' and add the instructions for the user about what generally is required to be done in that stage.  
      5. Click OK and repeat to add additional workflow stages
      6. Once you have added your workflow stages click SAVE to save the list

      Note:  The Approve stage is a mandatory stage and is the final stage of the workflow.  You can edit the instructions, but it cannot be removed.

      To add workflow stages to contracts or assets, click on the following articles for additional instruction.

      Add a contract

      Add an asset