Record Work Flows

All records in Safefood360° have a structured workflow to allow the user to complete work in a logical and phased manner. Work is completed in manageable chunks and different users can complete different sections of the workflow.

1. Work Flow Sections

Work Flow Sections

1. Displays the active section of the workflow. This section must be completed before moving on to the next section.

2. There are three common buttons:

  • Save: Saving saves the workflow stage content but does not close the record off or progress you to the next stage. This is handy when you want to "save a draft" of the record.
  • Save & Submit: This submits the form you are completing which means you will progress either to the next workflow stage or close the record out.
  • Cancel: This will cancel your current activity and return you either back to the module or return you to viewing a completed workflow stage.

3. The inactive sections in each workflow are displayed so that you know what to expect next. This helps to provide and maintain the structure and to ensure that each section of the workflow is completed as intended so that later checks are clearly understood.

2. Work Flow

Work Flow

As each section is completed the preceding section remains in an active but saved state. This can be modified by re-selecting the stage and selecting 'edit'.

3. Completed Work Flow

Completed Work Flow

Once all workflow sections are completed, all sections will remain active and saved. A workflow stage may be greyed out. In this case, it means the completion of that stage has not been necessary for that particular record.

When all sections pertinent to the record have been completed the workflow stages should be 'closed out'.

4. Action Tabs

Action Tabs

Where records are not 'closed out' and remain incomplete the Actions tab will show the specific section which is awaiting input. By clicking on the action required you will be taken straight to that workflow section, where you can view, amend, or closeout that section.

5. Record Status

Record Status

Every record will display its status at the top of the record which will always correspond to the active section awaiting input.