Workflows in Next Plus are designed to guide you through predefined processes. This article will explain how to start a workflow from the dashboard, understand the session screen you are directed to after starting, and how to complete all the steps.
When to Use It: Use this feature when you need to initiate and execute tasks according to standard operating procedures, such as performing a shift-end procedure or assembling a specific product.
Step-by-Step Instructions:
Start the Workflow:
Go to the "My Home" page of the Next Plus platform.
Locate the "Workflows" section on the right-hand side of the screen.
Find the specific workflow you need to start (e.g., "Aircraft Assembly").
Click the play button (a small green arrow) next to the desired workflow.
Understand the Session Screen:
You will then be redirected to the session screen for this workflow.
The first thing you'll see is a change log describing the changes to this workflow version.
This change log is for informational purposes. Close this to begin work.
Navigate Workflow Steps:
Administrative Information: At the top of the screen, you'll see administrative details about the workflow you're executing including the name, part number, and serial number.
Step List (Left Side): The left sidebar lists all the steps or "chapters" of the workflow. They are organized sequentially, and each step indicates its progress through the use of a fraction (e.g. 0/4).
Expanding Chapters: You can expand or collapse each chapter using the collapse all icon or the individual icons next to each section. When expanded, each step within the chapter becomes visible.
Step Details: After expanding a section, you'll see a more detailed description of the actions necessary to complete the step. You might also have to interact with the media (e.g. video) or text area below the steps.
Required Input: Certain steps will have input fields in which users must place their data. When prompted, input the necessary value in the corresponding field.
Complete a Step:
Performing the task: Follow the provided instructions in each step, including viewing associated media and text data.
Signing the Step: Once the step is complete, press the “Next” button to sign off on it.
Verifying Completion: After signing, the current step moves to the next, and the prior step will have a green checkmark added next to it, indicating completion.
Viewing who signed a step: Hover over the green check mark of a signed step to see who signed the step and what date/time the action was performed.
Finish the Workflow:
Progress through all the steps, making sure to sign each one.
Make sure to input all required data.
Once all steps are complete, the workflow will be finished.