Historically, workflows in ZenQMS were focused on Issues and Change Controls. With Custom Workflow Modules, your company can now create dedicated processes for a wider variety of quality events, such as lab investigations or supplier actions. It brings Issues, Change Controls, and the new Custom Workflow Modules together under one roof, accessible from a single entry point.
Workflow Module Permissions
For users to access this module, they will need be to be assigned the role permission 'Access to Workflow Templates'. By default, all users assigned to the 'Administration: Account Super User' role will have this permission assigned to them. The 'All Account Users' role will have this permission disabled and it can not be enabled. Admins can add this permission to any other role as needed.
Module Main Page
When clicking on the module name in the left hand panel, you will land on the main page of the module. Three options are listed at the top: Items, Templates, & Custom Modules.
Items: the default view when you land on the page. It shows a full table containing all workflow items (records) across all modules (Issues, Change Controls, and Custom Modules) in one unified table.
Templates: shows all Templates (previously called Categories) from all workflow types in a single table. The table columns are Name, Key, Version, State, and Description. All columns are sortable and filterable.
Custom Modules: displays all modules in a card-based grid. Issues and Change Controls always appear here but cannot be edited. Custom modules show an edit button and an enable/disable toggle.
Items
This table behaves as other tables in the account do; they can be customized, filtered, etc.
Templates
This table shows all templates (previously referred to as categories) from all workflow types in the account in one place.
Module: the first column, always. Shows which workflow module the template belongs to (Issues, Change Controls, or a custom module name). The dropdown lists every module present in the current dataset. Selecting a module instantly filters the table to show only that module's templates. Module filtering is compatible with all other active filters and they work together simultaneously. All columns are sortable by clicking the header and filterable via the column-level filter controls.
Name: the template (category) name
Key: the template's (category's) key identifier
Version: the current version number of the template (category)
State: state of the template (category)
Description: the template (category) description
Custom Modules
This tab is the main settings page for the module. Here, account admins can create custom modules, edit their display settings, and turn them on or off. Issues and Change Controls also show up as read-only cards, giving admins one place to see all workflow module types in the account. While the Templates tab is used to build individual workflows, the Custom Modules tab is used to manage the main categories that hold those templates.
Dashboard Views
When a custom module is created with 'Show on Main Dashboard' set to Yes, it automatically gets its own dedicated bar in the assignment status graph on the main dashboard. No additional configuration required. The bar behaves identically to the Issues and Change Controls bars; same color coding, same filter scope, same drill down behavior.