Use workflows in the mobile app

See how employees move through workflow steps in the OutSmart app.

Employees use workflows directly inside the OutSmart app.

When a work order has a linked workflow, the app opens it automatically.

What employees see

The app shows:

• the current step
• the next action
• the workflow progress
• validation when required data is missing

Employees move through the workflow with Next.

They can only continue when the current step is complete.

Typical flow in the app

1

Open the work order

Open a work order that uses a workflow.

The first workflow step appears.

2

Complete each step

Add the required information for the current step.

This can include timers, materials, photos, forms, or signatures.

3

Move to the next step

Tap Next to continue.

If required data is missing, the app keeps you on the current step.

4

Finish with Send

Complete the final Send step.

The work order is then sent back to the office.

Platform notes

The exact layout can differ between iOS and Android.

The workflow logic stays the same.

If an employee leaves the workflow

Employees can leave a work order and return later.

Their progress is kept until they complete the workflow.

Frequently asked questions

Can employees skip steps?

Usually not.

They need to complete the current step first.

What happens if a step fails validation?

The app shows that the step is incomplete.

The employee cannot continue until it is fixed.

Can employees return later?

Yes.

Progress is preserved until the workflow is finished.

Related topics

• Workflows
• Introduction to Workflows
• Workflow settings and device policies