A Work Process is a grouping of one or more Work Subprocesses. A Work Process can represent a Discipline or subdiscipline such as 'piping install' or 'concrete foundations'.
Click on Settings > Rules of Credit > Work Processes
- To create a Work Process, click Add Work Process
- Enter Work Process Name
- Click Create Work Process
- To edit a Work Process, click on to the
icon right of the existing Work Process
- Make any required changes and click Update Work Process
- To delete an existing Work Process, click on the
icon
- Click OK when prompted
- If a Work Process has a grey icon
, there are existing records associated with the Work Process and it cannot be deleted
