Workflows – Basics
📑 Workflows
A workflow in Maintella is a guided process that walks field engineers through completing work on an asset. Workflows are designed so that even complex jobs can be followed step‑by‑step, with built‑in reporting.
🏗️ How Workflows Are Structured
Workflow Steps
Each workflow is made up of steps.
Each step contains either: - Instructions: HTML content with text, images, and safety notes. - A reporting form: HTML form elements for entering data, such as text fields, checkboxes, and dropdowns.
Actions Between Steps
Actions connect steps and appear as buttons for the field engineer.
- A step can have multiple outgoing actions, giving the engineer several choices. - Actions can lead to new steps or loop back to existing ones.
Example:
A step might end with two buttons: “Proceed to Inspection” or “Skip Inspection.” Each button leads to a different next step.
🔀 Non‑Linear Flow
Workflows are not limited to a straight line.
Branching allows you to: - Offer different paths based on conditions. - Reuse steps, for example, returning to a safety check before continuing.
📝 Forms and Reporting
Reporting forms can include: - Text inputs - Checkboxes - Radio buttons - Numbers or date fields
All data entered is saved when the task is closed and submitted to the backend, ensuring traceability and compliance.
🎨 Visual Editor
Workflows are built in a visual editor: - Steps appear as boxes in a graph. - Actions are arrows connecting boxes. - To add a step: drag from an action point to an empty area → a new step is created. - To link to an existing step: drag from an action point to an existing step → a new action is created.
✨ Why This Matters for Field Engineers
- Step‑by‑step guidance reduces errors.
- Visual branching ensures the engineer always knows what to do next.
- Contractors can be included easily without setting up accounts.
(Insert your workflow diagram or screenshot here if available.)