Custom Work Order Process (Business Process)

1. Introduction to Custom Work Order Processes (Business Processes)

A service process defines the workflow for Work Orders in your organization. If your organization handles multiple types of Work Orders, you can assign different processes to each type. ShareCRM’s after-sales service workflows enable multi-user collaboration through standardized Business Processes.

• Navigation: Service Connector > System Settings > Full Feature Settings

• Work Order Process Assignment: You can select an existing Business Process or create a new one. Each Record Type (Work Order type) maps to one service process. This page lists the current Work Order Record Types and available Business Processes. If a Record Type shows no process, no Business Process has been created yet.
• For a Record Type that already has an assigned Business Process, creating a new Work Order of that Record Type will automatically start the Business Process (no additional workflow trigger configuration required).
• Click the “Create Work Order Process” button (top right) to add a new process.

2. Create a New Work Order Process (Business Process)

2.1 Creating a Work Order Process

• To create a Work Order process: click Create Work Order Process > configure basic information > design the process.
• Note: Set the process initiation object to Work Order.

2.2 Business Process Node Types

• Activity Node: Performs operations on the record, such as editing the record or creating related records.
• Approval / Countersign: For single-person or multi-person approvals.
• Automated Node: Executes automatic actions, typically paired with functions.
• Branch: Routes records to different paths based on conditions.
• Parallel: Allows multiple users to perform tasks concurrently.

For more details on working with nodes, see: http://help.fxiaoke.com/2615/9ad7/bfce/8421/326b

Business extension nodes: - Assign Engineer - Assign Service Group - Assign Service Provider - Assign within Service Group - Accept Order - On-site Standard Operation - Inspection Group - Service Report - Service Rating - Service Follow-up - Service Provider Standard Operation - Terminal Handling