Workflow Processes

Intro - Create and Edit Templates
      Adding a new template:   ·         Choose a name and click on Save. ·         Then click on edit, and add tasks to it. ·         The screen s...
Wed, 17 Mar, 2021 at 1:21 PM
How To - Adding new tasks to Existing Workflow
Often during the course of workflow development, you will need to add new tasks to a workflow. The addition of new tasks is done in the following manner. ...
Wed, 13 Mar, 2019 at 8:52 AM
How To - Delete a Task from a Template
A task that may no longer be conducted can be removed in ClickHome 3 by following these steps: Please ensure that deleting the task does not break any l...
Thu, 12 Apr, 2018 at 2:27 PM
How To - Rename a Template Item
An item in a template that requires renaming can be achieved by following these steps. 1. Log into ClickHome 3 with a user account which has the System ...
Thu, 12 Apr, 2018 at 2:28 PM
How To - Copy a template
Log in as a user with Template edit rights. Click Edit against the template you wish to copy. Once the Template Item screen loads, there is a &...
Mon, 26 Feb, 2018 at 4:35 PM
Setup - Summaries, Mapping and Summary Groups
Summaries:   ·         Each task in Clickhome can have a summary. (Leads Task, Pre Construction task or Construction Task). ·         Summaries ar...
Tue, 16 Mar, 2021 at 7:16 AM
Technical - Capture Template Test Data for Third Level Support
Use this SQL Script to generate data that can be used for testing or diagnosing problems with templates
Tue, 19 Sep, 2017 at 10:17 AM
Technical - Template Choice when creating a New Job
There are various steps the system takes to choose a template.
Mon, 26 Feb, 2018 at 8:10 PM
Setup - Advanced Planner
To Configure the Advanced Planner all you need to do is add advanced plan days on the template. To turn off the feature set advance Plan days to -1. ...
Tue, 22 Sep, 2020 at 3:44 PM
How To - Run Custom Workflow
In the ClickHome application, there is built-in functionality to run custom workflows that had been previously configured by your ClickHome Consultant. This...
Thu, 21 Jan, 2021 at 9:42 AM