Workflow

The Workflow module allows the Spectrum Administrator to define a series of steps to meet your organization's needs and objectives. The Workflow functionality will be fully integrated through the Spectrum info bar. Workflows will use the 'Status' field to prevent a record from being processed until the workflow has been completed.

The following workflows are currently available in Spectrum:

  • Change Requests

  • Draw Requests

  • Journal Entry

  • New Vendors

  • New Customer

  • New Jobs

  • Project Log

  • Proposed Purchase Orders

  • Time Card Approval

Watch the following video to learn more about how to set up and use workflows in Spectrum.