3.3 Editing A Project Workflow

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 By selecting no, it will display all the projects which have been archived. This can be done by the user who created the workflow and also admin users. 

Step 3: Workflows which are no longer required can be completely deleted. Creators of the workflow can delete their own workflow only, admin users will have the ability to delete any workflow regardless or creator.  

Step 4: The site detail has been added on the left-hand side and a filter option for site is also available at the top of the page. This will display the site detail which this template is being used at.

Step 5: If the launch date is red this will indicate that the launch date is sooner than the project completion date. 

Step 6: 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 7: 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 8: Selecting the ‘load’ button will open that project

Step 9: The edit details option will allow the user to change the project name, launch date, description and custom fields answers if required

Step 10: 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 11: 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 and approver. 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 12: To open a step which has been locked for editing due to a prerequisite (a padlock will be displayed), to open or skip any step in the workflow or to reassign step completers and approvers at any time (irrespective of prerequisites) can be done by the workflow creator and admin user – follow the steps below:

              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 13: Select the edit button. This will open the step in a new tab

Step 14: The assigned user will have a blue edit button; they must select this to open the form to add information

Step 15: The blue assign button will only be available to the user who created the project or the admin user. Only that user will have to option to add new completers & approvers at any time throughout the workflow

Step 16: When some or all the data has been entered select save/exit/complete

Step 17: To return to the step list select the workflow details tab at the top of the page

Step 18: A red close icon will be available to close the step tab

Step 19: Complete the above actions until all the steps in the project have been completed

Step 20: 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 21: 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