Streamline Field Processes with Workflows: Automate Tasks | Eskuad

Understanding Workflows in Eskuad: Automating Field Processes.

In Eskuad, workflows play a crucial role in automating and streamlining regular processes or significant events that occur in the field. Here's a closer look at what a workflow is and how it functions within the platform:

What is a Workflow?

A workflow in Eskuad is a predefined sequence of actions or tasks that are triggered by the completion of a specific form. It automates the progression of tasks, ensuring that each step in a process is executed systematically. Workflows are designed to save time, reduce manual intervention, and improve the efficiency of field-related processes. The admin or super admin can create and edit workflows in the workflows tab in Eskuad.

Key Workflow Components

• Trigger Form: The workflow begins with a "trigger form." This is the initial form that, when completed, initiates the workflow.
  
  

• Sequential Steps: After the trigger form is completed, the workflow defines a series of steps, which can include forms or tasks that need to be completed in a specific order. The admin or super admin pre-configures these steps in the initial workflow set-up. They can be edited at any point to fit your workflow needs best. 
  
  

Workflow Example

For example, consider a maintenance request workflow:

• Trigger Form: A specific "Maintenance Request Form" serves as the trigger. Whenever this form is completed, it initiates the workflow.

• Sequential Steps: In the workflow, the next step might be a "Maintenance Request Task," which is automatically assigned to a member of the maintenance team as a new task. The assigned team member will then be able to review the information from the trigger form and proceed to take care of the maintenance work.

In essence, workflows in Eskuad automate the orchestration of tasks and actions based on specific events, ensuring that processes are followed consistently and efficiently. This automation can significantly improve the efficiency of field operations and reduce the risk of manual errors.

If you have specific questions about setting up workflows or need further guidance on implementing them effectively in Eskuad, please feel free to ask. We're here to help you optimize your field processes.