Workflows
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Workflows guide site managers through the list of tasks that are required to close a site and finalize business day operations.
Use the Workflows editor to configure a task list for a workflow and define role restrictions. A workflow task list may include actions for terminals, drawers, deposits, orders, and/or employee shifts.
Create Workflow
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To create a workflow:
From the Workflow List homepage, select New Workflow.
From the menu pane on the left, select a page and define the respective settings.
The following introduces the pages of the Workflows editor.
General
From the General page of the Workflows editor, define general settings including the workflow name and the associated tasks.
From the left menu pane, select General.
From the Naming section, define the following:
Field
Description
Workflow Name
Type the name of the workflow.
Description
Type the purpose of the workflow.
Add Workflow Tasks
To add tasks to a workflow task list:
From the upper-right of the Workflow Task List section, select Add Task.
From the Add Tasks window, select task(s) to add to the workflow. The following describes the available tasks:
Task
Description
Deposits
View and add items to a deposit.
All drawers and cash pulls that have not been added to a deposit are listed.
Drawers
Close and count open and uncounted drawers.
Employee Shifts
All employee shifts are listed with the respective employee name, clock in/out time, and total break duration.
If the employee shift information is accurate, the site manager selects Reviewed and Agreed.
Orders
All orders that meet the conditions and filters defined for the specified order lane.
Order lanes are configured using the Open Order Lanes editor.
Terminals
All terminals are listed with their respective status and business date.
To close the business date, all terminals must be online and have a valid business date. Any terminals with issues that need addressed are identified.
From the lower-right of the Add Tasks window, select Add # Items.
From the Workflow Task List, select and drag the control to the left of each task to sort the tasks in the desired sequence.
Configure Workflow Tasks
To configure the tasks in a workflow task list:
From the Workflow Task List section, locate the task.
From the right of the task, select the 3-dot menu.
From the popup menu, select Edit.
Select the desired settings for the task:
Task
Settings
Deposits
Allow Manual Bypass - Toggle Yes to allow the user to bypass warning messages when creating a deposit (e.g. counted drawers missing from the deposit).
Toggle No to NOT allow the user to bypass warning messages when creating a deposit (e.g. counted drawers missing from the deposit).
Drawers
No configuration settings.
Employee Shifts
Allow Manual Clock Out - Toggle Yes to allow permissioned user to manually Clock Out employees.
Hide Clocked-Out Employees by Default - Toggle Yes to only display employees who are Clocked In.
Toggle No to display ALL employees regardless of their respective Clock In/Out status.
Orders
From Order Conditions, define the conditions a POS order must meet in order to be identified in this workflow.
Orders that meet the defined conditions are presented to the manager. The manager must address the POS orders before they can close a site and finalize business day operations.
From the upper-right, select Add Custom Orders Conditions.
In the Condition field, type the condition name.
This name is displayed on the Workflow screen at the POS.
From the Order Lane dropdown, select the applicable order lane.
The dropdown includes the records defined using the Open Order Lanes editor.
Toggle Allow Manual Bypass to Yes to allow the user to bypass warning messages for orders that meet the defined condition.
From the lower-right of the Add Custom Order Condition window, select Save.
Terminals
No configuration settings.
Roles
From the Roles page of the Workflows editor, identify the authorized roles for a workflow:
From the upper-right of the Roles page, select Add Roles.
From the Add Roles window, select the roles that are authorized to access the Workflows feature at the POS.
From the lower-right of the Add Roles window, select Add # Roles.