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Release 14/04/21 – Export Workflow – Export Manifest EDI House Holding in Export Workflow

In this release, we have updated Export Workflow to now include active Export Manifest EDI House Holding Records. This can be done by configuring Milestone records at Administration -> Milestones -> Export -> Export EDI Job Milestones (this is a new screen).

When an Export Manifest EDI Job is now created, it will pull through Milestones from the set up in the Export EDI Job Milestones.

Then configuring Administration -> Workflow -> Export Workflow -> Work Groups and Administration -> Workflow -> Export Workflow -> Role Categories to be set up for users. Then when a matching Milestone is next for the User to work on it will now appear in the Export Workflow screen at Workflow -> Export Workflow.

Updated: April 9, 2021 — 4:02 am
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