Draw Requests Workflow Settings

In this topic, we'll show you how to setup a custom workflow for the Draw Requests process. You can customize the Draw Requests workflow to suite your project’s needs.

Every company can have its own custom Draw Requests Workflow in a project. So, the Draw Request Workflow for company A can be different than that of company B. For instance, the workflow for a Draw Request sent by company B to company C can be different than what it is for the company A sending a Draw Request to company C. Also, the workflow for a Draw Request sent by company B to company D can be different than what it is for the company B sending a Draw Request to company C. The workflows can be easily setup in advance and automated using the Custom Workflows feature. You can also choose which companies can send Draw Requests to which other companies on the project.

From the Draw Requests Dashboard

  1. Click on the Payments module from the lest navigation.

      

  2. Click on Draw Requests.

      

  3. Click on Settings and then click on Workflow from the drop-down. You may see a blank screen in the case when no Draw Request is added to the project yet. Click on Draw Requests Settings link in that case.





     
  4. Click on the Select Company drop down.



  5. Select the company, for which you want to add the Draw Requests Workflow for, from the Select Company drop down.



  6. Click inside the Choose a Company input box.



  7. One by one select the companies, to which the other company selected in the previous steps can send the Draw Requests to, from the drop down list. You can choose to restrict companies from sending the Draw Requests to certain other companies on the project.



  8. Click on the Use following workflow radio button.



  9. Click on the Select Company drop down and select the company, for which you want to setup the workflow for.



      

  10. Click on the Assign it to button.

      

  11. Select the check boxes next to the user names, to whom you want to automatically assign Draw Request to in this phase of the Draw Requests Workflow, and then click on the Add button.

      

  12. Click on the Notify to button.

      

  13. Select the check boxes next to the user names, to whom you want to automatically notify in this phase of the Draw Requests Workflow, and then click on the Add button.

      

  14. Click on the Send Draw Requests to Someone Else button.



  15. You can choose to send the Draw Requests to other companies once reviewed. The Draw Requests will be automatically sent to the next phase once it’s approved by the reviewers and the assignees will be automatically notified that they need to take action next. To add another company to the workflow, click on the Select Company drop down and select the company, to which you want to send the Draw Request next.





  16. Click on the Assign it to button.



  17. Select the check boxes next to the user names, to whom you want to automatically assign Draw Requests to in this phase of the Draw Requests Workflow, and then click on the Add button.



  18. You can choose from three types of workflows- 1) Approve in Sequence (Draw Requests will be sent in an step by step workflow), 2) All must Approve (Draw Requests will be sent to everyone in the workflow in one step and everyone will have to approve them in order to get them marked Approved), 3) Any can Approve (Draw Requests will be sent to everyone in the workflow in one step and anyone can approve them in order to get them marked Approved). Let's select the Approve in Sequence for example and also let’s select the check box located next to the ‘If rejected by any one approver in the process, do not send the draw requests forward.’



  19. Click on the Mark it Complete button.



  20. Click on the Save button and then click on the OK button.





    Note: The Draw Requests Workflow will be saved for the chosen company. In our example scenario above, the Draw Requests Workflow will be saved for Advise Mechanical Inc.

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