The Flows feature is an automated version of the Workflows feature since you do not have to add a flow to a Contract, Company, or Project Profile. Instead, the steps in the flow automatically display when you add a new profile to Novatus Contracts. In addition to steps, a flow also uses stages to clearly identify the phases of the process or procedure that the contract, company, or project must go through. The stages and steps in a flow display at the top of the profile, and are "grayed out" as they are completed, so that you always know what action needs to be taken to move the flow to the next step or stage.
Like workflows, your Administrators create flows and then link them to the appropriate Contract, Company, and Project profiles. Therefore, a flow may or may not display when you add a new profile. However, you can start a flow for an existing Contract, Company, or Project profile if you are a Flow Administrator.
A flow is like a road map you must follow to accomplish the tasks your Administrators want you to accomplish for a contract, company, or project in Novatus Contracts.
In working with a contract, company, or project flow, you can perform the following tasks:
Note: Although the linked tasks below were written for a contract flow, the steps in each task also apply to a company flow or a project flow.