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Using the workflow

Work process: edit an action, complete it manually or start it manually.

Introduction. Why? Did you or Coachview make an action for you then you can adjust it yourself. For example, you can change the start or end date, change the owner, add comments and start the automatic action via the 'Run' button. Note: the owner is the one who has to perform the ...

Workflow: example 1, create an action template for an action that you set up and execute yourself.

Introduction. Why? The quotation has been sent and an action has to be prepared so that Remy Remery knows that in 10 days' time a call must be made to the contact person for the request. The contact person of the request is the one who received the offer. Remy works in the sales departme...

Workflow: example 2, make an action that Coachview prepares but you have to perform.

Introduction. Why? If the training continues, Coachview must prepare one action, so that the attendance list is made 2 working days before the start of the training. The contact person of the training will be the owner of the action. How do you do that? It takes two steps: Set up the ac...

Work process: automatic action (template).

Create an action template to be used by Coachview stamped and executed.  In this article you will create the action template yourself. You can of course also use an example from our library. Why? Coachview can perform actions related to a course automatically. You decide what and when thi...