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Enabling QESTField Workflows

Enabling QESTField Workflows

Owned by Mark Elkomos
Oct 31, 2024
3 min read


Applies to QESTField

This article describes how to enable QESTField Workflows at specific laboratories and regions.

Contents

Overview

The QESTField Workflows displayed to field users on the work order page can be configured in the QEST Administrator Console. These workflows can be enabled for specific regions and laboratories such that field users only see workflows relevant to that location.

Workflow Availability

QESTField Workflows can be enabled via the QESTField tab of the Regions and Laboratories node of the QEST Administrator Console. The workflows displayed are restricted by a View Configuration that represents the geographical location of the company and the type of work that they do. This way only relevant QESTField workflows will be displayed.

 

  1. To enable a workflows, select the appropriate Laboratory or Region from the left hand panel.

  2. Select the QESTField tab under Inherited Details.

  3. Check the box of workflows that should be enabled at this location.

When a workflow is enabled at a region or laboratory, all child regions and laboratories will also be enabled for the workflow automatically. When viewing these child regions and laboratories, the check boxes for the automatically enabled workflows will be marked as checked and disabled.

It is possible to select a different View Configuration, however this is not recommended unless specifically directed to by Spectra QEST as it may lead to unexpected behavior. A warning will be displayed to the user if this is attempted.

Standard Workflows

The following workflows are standard workflows that it is recommended are enabled at all locations.

  • Add New Work Order

  • Add Test Report Image

  • Edit Work Order

  • Finalize Work Order

QESTField Home Page Search

There are three Work Order Search workflows

  • Search for Work Orders. This allows search for assigned work using work date for the logged in field user, and to find work orders by their work order id.

  • Work Order Search (self only). This restricts all search results to work orders already assigned to the logged in field user.

  • Work Order Search (with Field Technician). This workflow allows the user to search for a different field technician's assigned work using work date.

By default, Search for Work Orders is the default for all users. The other workflows can be selected as the default search workflow by selecting them in the default laboratory.

Only one filter should be selected here. Selecting multiple filters is unsupported and will result in one being chosen at random.






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