Workflows: General Overview

General Overview


The purpose of the workflow feature is to coordinate and manage testing activities across streams (sample locations) and field labs. This article provides a general overview of the workflow feature.

Schedule & Monthly View

The schedule view is intended to display all of a user’s tasks for a given day. Tasks are grouped under the higher level concept of workflows. Tasks denote a stream and the associated tests that should be conducted. Workflows specify the frequency of work (daily, weekly, monthly, etc). Users can toggle between “schedule” view and “monthly” view by selecting the desired display from the top right hand corner of the screen.

The monthly view is intended to provide forward looking visibility into upcoming work by displaying all of the tasks scheduled for a given month.

Monthly View: Workflow List Details

When there are multiple workflows scheduled on a given day, clicking on “3 more” will prompt a scrollable pop-up that lists all the workflows scheduled for that day. Selecting one of the workflows in that list will bring up the details of the workflow.

Workflow Filtering

The sidebar on the left hand side of the screen can be used to both search  and filter workflows in both the “schedule” and “monthly” view. In the example below, the workflows section is first used to search for the 'Orco' workflow.

- Selecting 'only' cause the calendar view to filter the display for only the Orco workflows. 

- Selecting 'detail' allows the user to edit the workflow.

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