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Workflows Overview

Workflows are the messengers which transmit reports to the necessary recipients based on the preferred or selected method of communication.

Use Workflows to auto-generate and send selected reports or alerts to a channel (some options may only work if you’ve purchased the required add-on).

Example channels:

  • Email
  • SMS
  • Coloured lights
  • Alarms and other controls

Choose from several output formats (may require add-ons):

  • Text file
  • PDF
  • Excel spreadsheet

Users' ability to view, create, edit, and delete workflows is determined by the permissions of their user role.

See Creating a Workflow for how to start a new workflow, or watch the video below to follow along.