Fire Incident Setup - Workflows

Fire Incident Setup - Workflows

Purpose

  1. The purpose of this article is to demonstrate the steps in creating workflows for Fire documentation.

Video


Directions

1. Select Workflows from the Fire Incident Setup within the Incident Documentation module.


Select Workflows from the Fire Incident Setup within the Incident Documentation module.



2. Within the Workflows section you are able to search any existing workflows by Field or Workflow then selecting Apply to filter list.


From the Workflows you are able to search any existing workflows by Field or Workflow then selecting Apply to filter list.



3. From the grid your are able edit or delete existing workflows.

Select Pencil icon to edit an existing workflow.
Select the Waste basket to delete a workflow.
Bulk deleting can be performed by using the checkboxes to the left and selecting to wastebasket on the left.


From the grid workflows can be edited or deleted.



4. To begin a new workflow select on the Add New button.


To begin a new workflow select on the Add New button.



5. Choose a field to add a workflow by either searching or scrolling to find the appropriate field.

If a field has an existing workflow it will not be able to selected when creating a new workflow, instead you'll have to select the pencil to edit or add to an existing workflow.


Choose a field to add a workflow by either searching or scrolling to find the appropriate field.



6. To begin the Error Validation Workflow select on the plus icon.


To begin the Error Validation Workflow select on the plus icon.



7. It is required to give a Description and enter a Validation Message.


It is required to give a Description and enter a Validation Message.



8. Select on Add Condition to begin assigning conditions and parameters for the field.


Select on Add Condition to begin assigning conditions and parameters for the field.



9. The dropdown under When is the field you want to base the condition on.


The dropdown under When is the field you want to base the condition on.



10. Choose a condition in which parameters can be met in your workflow.


Choose a condition in which parameters can be met in your workflow.



11. Choose the parameter or parameters pending on the condition set to complete the workflow rule.


Choose the parameter or parameters pending on condition set to complete the workflow rule.



12. When adding additional conditions specify the relationship and/or.






13. To add or remove additional workflows to an existing field use the + / - or you can copy an existing condition by selecting the paper icon.






14. When all conditions are complete select Save.


When all conditions are complete select Save.



15. From an incident report now you are able to see error validations if conditions were met.


From an incident report now able to see error validations if conditions were met.



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