Workflow

Decorus features workflow throughout the modules in the software. To configure your workflow you will need to edit your settings in 'Preferences'.

The ‘Workflow Checklist’ allows you to have a pre-set process to follow for your tenancies. You can edit your ‘Workflow Checklist’ or each individual type of tenancy that you may have.

 

To edit your ‘Workflow Checklist’ go to the ‘Overview’ tab and click ‘Preferences’, this will bring up the ‘Preferences’ window. From here click on ‘Workflow’.

The ‘Workflow Setup’ window allows you to add, edit or delete the workflow. Along the bottom you have different tabs for your workflow so you can set up your workflow for each relevant module within Decorus.

To create a new workflow, click ‘New Workflow’. Fill in ‘Process Name’, ‘Type’, ‘Act On’ and ‘Internal/External’. Selecting the ‘Agreement Type’ will tailor your workflow to only appear on records with a matching ‘Agreement Type’. Other options will appear depending on what ‘Type’ you have selected, for example the ‘Document’.

Once you have entered the details in the new workflow item click ‘Save’.

 

 

 

 

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