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      Using Workflow in Report Pro

      How to use the Workflow Manager in Report Pro

      Things To Note

      • Each tile represents a ticket or vehicle in for service. The term “ticket” will be used from this point on since the tile can represent anyone of the three phases, be it an Estimate, Repair Order or Invoice. (If not filtered out.) The color of the square matches the color of the phase in the lower Workflow filters window.

      • The customer’s name and vehicle type will be listed on the tile.  Below this information you will see a clock running.  The time indicated on the tile tells you how long it has been in the current status.  Moving the tile to another status will restart the clock.  If the tile is moved from one status to another and back again, the clock cannot indicate the previous elapsed time.  If you click and drag the tile but drop it back in the original status the clock will continue.

      • If a Work Order Time in Status Alert is set for the status the tile is in, when the clock passes the allotted time, the tile will begin to flash indicating that the time limit has been surpassed and some action needs to be taken for that ticket and status.

      • Above each tile in a status column you will see the total hours for that ticket displayed.  This is based on the time assigned to the jobs on the ticket that the tile represents.

      • You can filter the Workflow view to see just one tech's workflow or a whole shop, see Apply Filters to Workflow View for more information

      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. The tiles represent tickets as described in the Things To Note section above

          1. Can be dragged and dropped along the status line as the ticket passes through your workflow statuses

          2. Can be dragged vertically to be assigned to specific techs

          3. Tickets should move to the next status after the previous status is completed

          4. Tickets can be assigned to a specific Tech so you can see the techs progress on a ticket through the workflow

      For more information on Workflow please see Report Pro Workflow Articles