Work Steps are held within a Work Subprocess and hold a percentage weighting. The total percentage of all Work Steps within a Work Subprocess must equal 100%. Examples of Work Steps are “Stage”, “Install”, “Weld”.
- Click on Settings > Rules of Credit > Work Subprocesses
- To add a Work Step to a Work Subprocess, click on
to the right of the existing Work Subprocess - Click Add Work Step
- Enter the Work Step Name and the Work Step Percent, then click Create Work Step
- Repeat until total percent for all Work Steps is 100
- To edit an existing Work Step, click on the
icon to the right of the existing Work Step, make any required changes and click Update Work Step - To delete an existing Work Step, click on
, then click OK when prompted - If a Work Step has a grey icon
there are existing records associated with the Work Step and it cannot be deleted
