Setup

Job / Project types

Categorizing the work you do into different areas is easy with the Types feature in AffinityLive. You might do general Project work, some Consulting work and some Application implementation work too - so you can create a type for each. Each type has it's own customisable progressions, statuses and custom fields. You select the project type whilse creating a new project, but cannot change a project type after you've created it. Use these to ensure the different types of work you do are catered for.

Once you've selected (from the left-hand column) a type to configure, you can start reviewing the status movements - known as progressions - for that job type.

Edit or Remove a type

Once you have selected a type from the left, click the Edit button in the top right corner to change the name of the type, or adjust the order in which it is listed.

Click De-activate to disable that type - this means no-one can create a job using that type. It is still available, it will just have to be reactivated before you can use it.

Business Process

The configuration screen for the jobs module is very similar to the other modules in AffinityLive. Once you become familiar with these tools it will make configuration and maintenance of the system really easy!

The jobs module has one configuration feature which is unique:

Workflows

When creating a progression for a job, you can set whether that progression requires a workflow before it may be run. This means the user can only move to this status if a workflow (with components) has been added to the job. The default will be unchecked (No). 

You can customise the Icon and select your own title. The box will fill with the colour of status to easily identify which status it's from.

Any - this status can be accessed from any other status

On Create - this allows the specific status to be available upon creatino of a job. If this isn't selected (or if none are selected)

Specified - specified is where each status can only progress to the next status in line.