dashboard
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dashboard [2016/08/01 21:47] geelling |
dashboard [2017/02/20 16:50] (current) |
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| cuForms keeps track of how long forms stay at each stage of processing, and this is shown in the "Age" column on the dashboard. Forms are colour-coded to show at a glance which forms need attention to ensure speedy processing. | cuForms keeps track of how long forms stay at each stage of processing, and this is shown in the "Age" column on the dashboard. Forms are colour-coded to show at a glance which forms need attention to ensure speedy processing. | ||
| - | == Workflow assignments == | ||
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| - | Any user can pick up an unassigned form and assign it to themselves - their initials will appear in the Owner column to allow everyone else to see who's working on it. Then, when the form reaches a given point in the workflow (eg when the credit agreement is sent out to the customer), you can have the system unassign the form - so that when the credit agreement is returned, it can be picked up and worked on by whoever is available. | ||
dashboard.1470080845.txt.gz ยท Last modified: 2017/02/20 16:49 (external edit)
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