How do I set up a process?

Processes are used to assign specific jobs to users for works order scheduling.

For example, your processes could be

• Picking
• Assembly
• Packing

Processes are added in System Setup > Human Resources > Setup Processes. Each process can be assigned a colour.

Once added, these can be linked to staff users in Staff List/HR Hub > Click [Change] on the Processes field and select which ones to assign.
The user will then be able to be assigned to that process within Works Orders.