Workflows

Workflows is a tool that guides site managers through a list of tasks that are required to close a site and finalize business day operations.

Use the Workflows editor to configure a task list for a workflow and define role restrictions. A workflow task list may include actions for terminals, drawers, deposits, and/or employee shifts.

Create Workflow

Xenial Portal Data Management Ordering Settings Settings Workflows

To create a workflow:

  1. From the Workflows screen, select New Workflow.

  2. Define Naming Settings for a Workflow.

  3. Add a Task List to a Workflow

  4. Define Role Restrictions for Workflow.

  5. From the upper-right of the screen, select Save.

Define Naming Settings for a Workflow

To define naming settings:

  1. From the menu pane on the left of the Create New Workflow screen, select General.

  2. From the Naming section, define the following:

    Field

    Description

    Workflow Name

    Name of the workflow.

    Description

    Purpose of the workflow.

Add a Task List to a Workflow

To add tasks to a workflow task list:

  1. From the menu pane on the left of the Create New Workflow screen, select General.

  2. From the upper-right of the Workflow Task List section, select Add Task.

  3. From the Add Tasks window, select the task(s).

  4. From the lower-right of the Add Tasks window, select Add # Items.

  5. Select and drag the control to the left of each task to sort the tasks in the desired sequence.

To configure the tasks in a workflow task list:

  1. From the Workflow Task List section, locate the task.

  2. From the right of the task, select the 3-dot menu.

  3. From the popup menu, select Edit.

  4. Select the desired settings for the task.

    Task

    Settings

    Deposits

    Toggle Allow Manual Bypass to Yes to allow the user to bypass warning messages when creating a deposit (e.g. counted drawers missing from the deposit).

    Toggle Allow Manual Bypass to No to require the user to resolve any warning messages before allowing the deposit to be created.

    Drawers

    No configuration settings.

    Employee Shifts

    No configuration settings.

    Terminals

    No configuration settings.

Task Descriptions

The following describes the workflow tasks performed at the Ordering application.

Task

Description

Deposits

All drawers and cash pulls that have not been added to a deposit are listed.

From this list, the site manager can view and add items to a deposit.

Drawers

All open and uncounted drawers are listed. The site manager can select a drawer from this list to close and count the drawer.

Employee Shifts

All employee shifts are listed with the respective employee name, clock in/out time, and total break duration.

If the employee shift information is accurate, the site manager selects Reviewed and Agreed.

Terminals

All terminals are listed with their respective status and business date.

To close the business date all terminals must be online and have a valid business date. Any terminals with problems that need to be addressed are identified.

Define Role Restrictions for Workflow

To define role restrictions for workflow:

  1. From the menu pane on the left of the Create New Workflow screen, select Role Restrictions.

  2. From the upper-right of the Role Restrictions section, select Add Roles.

  3. From the Add Roles window, select the roles that are allowed to access the Workflows feature at the POS.

  4. From the lower-right of the Add Roles window, select Add # Roles.