Configure Workflow Manager Statuses in Report Pro

• Video Tutorial

Things To Note

• Workflow Manager filters can be adjusted as needed

• All shops have their own systems in place so there is a fair amount of flexibility in how you can set Workflow Manager and use it.  It is best to look at all options offered and determine how you want Workflow to work in your shop.  You can always go back and make adjustments as needed.

• For Mitchell1/Shopkey users - the list of statuses displayed in Workflow Manager are the statuses available in your management system. Statuses that are added, deleted, or edited in Workflow Manager will also be updated in Mitchell1/Shopkey.

How To

1. Open your Report Pro software

2. Select the Workflow tab at the bottom of your Report Pro software

3. From the Workflow Manager

   1. Select the SETTINGS tab at the top of Report Pro

   2. Select the WorkFlow Statuses icon from the Report Pro header menu

   3. From the Workflow Status Management pop-up window

      1. To Add a Status

         1. Select the Add button

         2. From the Workflow Status Editor

            1. Type in the name of the new status in the Status text field

            2. Select the Work Order Time Status Alert checkbox to set an amount of time a vehicle should be in this status

               1. Deselect it to disable time frames.

            3. Select the time frame desired for this status by adjusting the time next to the Minutes header

            4. Select Ok to save

      2. To Edit a Status

         1. Select the Status to edit

         2. Select the Edit button

         3. From the Workflow Status Editor

            1. Update the name of the new status in the Status text field

            2. Use the Work Order Time Status Alert checkbox to set an amount of time a vehicle should be in this status or disable it

            3. Set the time frame desired for the status by adjusting the time next to the Minutes header

            4. Select Ok to save

      3. To Delete a Status

         1. Select the Status to delete

         2. Select the Delete button

         3. From the Report Pro pop-up window

            1. Select Yes to delete

            2. Select No to cancel

   4. Select OK to finish