Workflows

Set required steps for field employees when they complete a work order in the app.

Workflows helps you standardize how field employees complete work orders in OutSmart.

Use this section to understand how workflows work, create them, choose the right steps, validate the setup, and use them in the app.

Workflows is a Power-Up. Power-Ups are available from Boost onward. Availability can also depend on your license and configuration.

In this guide

• Introduction to Workflows
• Create and manage workflows
• Workflow step types
• Validate workflow setup
• Workflow settings and device policies
• Use workflows in the mobile app

What you do with Workflows

• standardize work order completion
• require steps like timers, materials, photos, forms, and signatures
• guide employees step by step in the app
• prevent incomplete work orders from being sent too early

Recommended order

1. Start with Introduction to Workflows.
2. Then create and manage workflows.
3. Next review the available workflow step types.
4. Then check validate workflow setup and workflow settings and device policies.
5. Finish with use workflows in the mobile app.

Webinar

Prefer to follow the process visually? Watch the webinar about Workflows.

Related topics

• OutSmart packages
• Power-Ups
• OutSmart Marketplace