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.