Creating an Event Workflow.

Creating an Event Workflow.

Creating Event workflow.

Similar questions: How to change status names and transitions in the event workflow?

At least one Event workflow has to be a default workflow – that means that when Event is declared, processing will go by default workflow, unless another one is selected after event has been declared before the first Status transition is performed. As the first status transition was performed – Workflow selection for this Event is no longer possible.

  1. Go to  and in the Settings menu select Workflows: this opens the list of existing workflows. Star signmeans that this workflow is currently a default one for Events (same for CAPA and Lockout)


  1.          To create a new workflow, press on select “Event” in the window that opens and type the name of the new workflow you’re creating; after that confirm by pressing 

 

  1.         Find this new workflow that you just created in the list of Workflows and open it by clicking on the name in the list



Workflow Statuses and Transitions within newly created flow are fully editable. This is necessary to create a workflow that corresponds with the one normally used in your company for event reporting, investigation and developing corrective measures.

  1.      All the Statuses except for the first step and last step can be grabbed in the dotted area near (left corner of the bar) and pulled up and down to put them in the position within workflow they need to be, according to your company’s procedure

  1.          Open steps of the workflow one by one by clicking on near the Status name and fill up each steps details in it

    

-          Changing the name of the Status if necessary  

-          Setting up time remaining for completion of this step starting from the day the event was declared + setting up the alert in case step is not yet completed by that moment 

-          Choose the color of the bar with this Status name

     
     


 

-          Set up Transitions from this step to other statuses

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-    Add transitions if necessary to reflect procedures in use in your company or the way you want them to be. Transitions may take to one step or several steps forward and back, depending on the situation with event investigation.

-          To create additional status click on and fill up the name of new status, select the color of the bar and the Category. There are 2 categories – In progress and Closed, depending on which step you’re describing in the status.

              

  1.          As you’ve added a new status, grab it in the dotted area and move up or down in order to place it in the proper spot of the workflow  . Open this new status and arrange details as described above, as well as create Transitions from this step to other Statuses

   

  1.          Once your Workflow reflects the procedures you have within your company or procedure that you wish to have, you may make this Workflow to be default, if necessary, enabling the button in the upper right corner 
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