Workflow

Once a case has been created and saved, the Workflow panel becomes the command center for managing tasks and inspections. See Create a Case for more information on creating a case.

From the Workflow panel, select a result or outcome for each task to move the case toward completion. You can also schedule or cancel inspections and complete checklist items. The workflow panel lists all of the standard tasks needed to complete a case; however, additional tasks may be inserted into the workflow manually or automatically if a particular result is selected for a task. For example, if an inspection is failed, the failing result code for that task can automatically insert a new inspection task. These re-insert functions are set up and managed by the PLL administrator.