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If your workflow is complex enough, you can break it up into a few simple processes. For example, a business trip execution process might be simplified in the following way: Travel request — the master process. Travel order — the subprocess, containing gathering detailed information about the trip, booking etc. Expenses report — … Read More

To copy a description from the parent task/workflow item to a child task or subtask: 1. Open a workspace, open a necessary application inside a workspace. 2. Click «Workflow Scheme» and double click a required step. 3. In the window that appears, in the «Actions» group click «Task Assignment». 4. Select the «Assign tasks and prepopulate task fields … Read More

You can import user profile information from the Microsoft Active Directory service if your company uses Active Directory in your domain. This saves time in entering user information for every user in your organization. Once integration with Active Directory is established, Active Directory is automatically synchronized with the CMW Tracker user da … Read More

Users can be organized into user groups. Besides users, you can add groups into groups. When a group is added into another one, it inherits privileges of its parent group. You can only limit subgroup privileges, but you cannot assign extra privileges that do not belong to a parent group. To create a user group: 1. Go to «Administration» > «User … Read More

Use local authentication if your company does not use Microsoft Active Directory server, or if you want to give access to an external user (a client or a remote employee) who does not belong to your corporate domain. To create a local user: 1. Go to «Administration» > «Users». 2. Click «New User» in the Ribbon. 3. In the «Login name» and «New pa … Read More

CMW Tracker supports the ability to export records to Word, Excel or PDF files. In order to configure that, you need to first create a template, in the form of an either Microsoft Word or Microsoft Excel file and map CMW Tracker fields to specific places within that document/workbook. To configure an export template file: 1. Create a new Microsoft … Read More

All intermediate steps in a workflow must be interconnected with transitions. To create a transition: 1. In a workspace select a workflow app and go to «Workflow Scheme». 2. Click the «New Transition» button in the Ribbon. 3. Left-click on the source element and hold the mouse button to create a connection starting point. 4. Drag the mouse to the t … Read More

A step is a building block of a workflow. A step shows the current position of a workflow item in a workflow. Generally, some work on a workflow item should be done in a step, for example, «Review a document». To create a workflow step: 1. In a workspace select a workflow app and go to «Workflow Scheme». 2. In the «Statuses» list, select an existin … Read More

Let’s calculate and log active time spent on a workflow step. To do so, the following rule should be added to transition rules. To add the rule: 1. Select a workspace, select an application inside a workspace. 2. Create the required number of fields of the Date/Time type. 3. Create several fields of the Duration type for logging active time o … Read More

You can make time stamps on entering a workflow step or on transition execution. Create the required number of fields of the Date/Time type and drag them into the form. In our example the «Time Stamps» tab was created to contain all the time stamps. To configure a time stamp rule: 1. Select a workspace, select an application inside a workspace. 2.  … Read More