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' or Completion Jobs.
Works job (Insurance Project Type)
Completion Job
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 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.
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.
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.
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.