Smartstaff
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=Configuration - Essentials=
'''Click the Menu Icon and under the System Processes , click the Workflows link. You can also access this by going into the Global settings -> System'''
''' The Workflows page is displayed. Click on the plus button to create a new workflow.'''
'''Select the Workflow type. The type will dictate what options will be available when creating tasks and where the actions will occur. For this workflow, we’re going to be selecting Tracking Activities. We are selecting Tracking Activities for this workflow because we are looking at level 2 records which in this case are the reports. '''
=Configuration - Advanced=
=Appendix=
Sample Page Header Banners:
Deprecated Feature
<span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name="Deprecated" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="0"><span class="mceNonEditable template" id="bs_template:@@@TPL0@@@" data-bs-name=" Deprecated" data-bs-type="template" data-bs-id="0">{{ Deprecated }}</span></span></span>
Deprecated Page
<span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="DeprecatedPage" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" DeprecatedPage" data-bs-type="template" data-bs-id="1">{{ DeprecatedPage }}</span></span></span>
Professional Services
<span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="Banner-Billable" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" Banner-Billable" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" Banner-Billable" data-bs-type="template" data-bs-id="2">{{ Banner-Billable }}</span></span></span>
Page Under Construction
<span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name="Banner-UnderConstruction" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="3"><span class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" Banner-UnderConstruction" data-bs-type="template" data-bs-id="3">{{ Banner-UnderConstruction }}</span></span></span>
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