Enable a Transaction Workflow

The Workflow module provides a mechanism to establish approval rules based on a certain value for Contract Administration and Procurement transactions. When enabled, alerts are automatically sent through email to approvers so transactions can be reviewed in a timely manner.

These alerts appear on the Workflow tab in the Home view.

1. Log in to Sage Construction Management as an Admin.
2. Click Settings (Gear Icon).
3. Click Workflow | Contract Admin and Procurement.
4. Click Contracts and Procurement sub-tab.
5. Click Yes to 'Do you wish to use Workflow for Contract and Procurement Modules?'.
6. Select the type of Workflow. See options below.
   • Feature Based Workflow
   • Feature Based Workflow with Project Manager Alias or Admin Approvers
   • Project/Feature Based Workflow
7. Click the Save button.
8. Create Workflow Rules per company requirements.

Required Implementation Steps

1. Read workflow overview
2. Enabling Transaction Workflow
3. Creating Workflow Rules
4. Copying an Individual Workflow Rule
5. Copying Multiple Workflow Rules
6. Editing Workflow Rules