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How to edit the Description for each Job Status for Display in the Workflow Guide
How to edit the Description for each Job Status for Display in the Workflow Guide

Edit the description that displays in the Workflow Guide for both the Scheduler and Technician

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

You can edit the Description for the Job Status's that display in the Workflow Guide / Cheat Sheet.

Step 1:  Open the Job navigator from the menu on the left

Or click on the Cog Button → Settings→ Workflows (at the top of the page).

Step 2:   From the workflow drop-down select a workflow the status you want to edit belongs to.

If you have your job statuses setup that do not have a workflow they will appear under Unassigned.

Step 3:  Open the job status by clicking on it

Step 4:  If the Job Status relates the Technician, please complete 1a and 1b

Step 5:  If the Job Status relates to the Scheduler, please complete 2a

Step 6:  Click Save to commit the changes

Step 7:  Now you can check the updated job status description from the Workflow tab or from the Navigator menu on the left hand side:

Note:

If you have configured Triggered messages on Job Status change, these will automatically get picked up in the Workflow Guide.

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