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CBS Works (Completion) Workflow
CBS Works (Completion) Workflow

This document explains the workflow relating to works or completion job types for CBS clients

Team Codafication avatar
Written by Team Codafication
Updated over a week ago

Which jobs does this workflow apply to?

This workflow applies to the following job types, all commonly known and referred to as a 'Works job' although when working with IAG, they're known as Completion Jobs.

  • Works job (Insurance Project Type)

  • Completion Job (IAG Insurance Project Type)

  • Commercial Works

  • Private Works

Key areas in this workflow are;

  • Create Scope of Works from Quote (usually created in a separate job type and brought into a Works Job)

  • Create an excess collection invoice

  • Create Purchase Orders and send to vendors (trades)

  • Schedule the POs into a Job Schedule

  • Manage & monitor the project and trades

  • Create invoice for work done

  • The Update Client task will generate every 5 days upon Job creation on Works, Commercial Works, and IAG Completion Job Types

  • The requirement to update the client stops once repairs are complete. Meaning we've prevented the 'Update Client' task from triggering (every 5 days) when in one of the below statuses:

    • Practical completion

    • Repairs complete

    • Closed

    • Cancelled

    • Cash settled

  • It will be assigned to the project manager

Example of how to create a Works Job from the Create Menu

You know you're in a Make Safe job based on the name in the top left-hand corner within a Pulse job and by the orange colour scheme. You'll also notice the Job ID starts with a 'W' for Works.

Workflow Diagram

Click below to expand the workflow for a Works job type. This will open a new tab that will let you zoom in to read and follow the steps.

Check out a breakdown of the specific tasks here

How to Interpret the Workflow

Below is a breakdown of what each card in the workflow diagram means.

Manual Action: This is something you need to do, for example manually complete a task, create a report or submit something to an external portal.
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​Manual Decision: You need to determine which path to take. For example, you need to decide if the EMS call to schedule call was a success by manually passing or failing a task. There are 2 main decision types;

  • Exclusive - you can only choose one path (Diamond with an X in the middle)

  • Inclusive - you can choose one or more paths (Diamond with O in the middle)

Manually Send Message: This requires you to manually send an email or SMS to someone from within Crunchwork.
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​Automatic Action: The system automatically does something. For example, create a task or change a status. These actions are always triggered by something like a manual task or an amount of time.

Automatic Decision: The system determines which paths to take based on conditions baked into the workflow.

  • Exclusive - go down only 1 of the available paths (Diamond with an X in the middle)

  • Inclusive - go down 1 or more paths based on those conditions (Diamond with O in the middle)

Automatic Send Message: The system automatically sends a message (email or SMS) using a template.

Uninterrupted Timer: This means a certain amount of time needs to pass before the next step in the flow. For example a statement like 'wait three days, then create a task' would utilise this timer.
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​Interrupted Timer: Similar to above, but an event might cut the timer short. For example, a statement of 'If you don't receive a response within three days' would use this timer. If a response was received within the three days, the timer is interrupted and the flow can continue earlier than the set time.

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