Accessed through the Administration section of the Navigation Tab, the Workflow Manager allows you to configure your system to react to certain events. You define “rules” where, if certain criteria are met, certain actions take place.
An example might be to create a rule where, if a work order is saved with a WO Type equal to “Emergency”, the system reacts by changing the “Assign To” value on the work order person (effect).
The Workflow File Listing displays all of your workflows in a list view. When you enter this section for the first time there will not be any workflows. Click the “Add New Record” link to add a new workflow
Below is product documentation to get you started as an Administrator of eMaint X3.
The Training Guide is a companion to the System Administration training course.
The series of Learn More guides are overviews on how to complete key activities as an Administrator.