Flows

Jamie
Jamie
  • Updated

Overview

mpro5 flows allow you to complete your jobs and audits the right way every time.

Getting Started

Simply put flows are the audits or “workflows” completed by your teams in the field. From the website you can view and download completed flows in a number of formats. You can also edit existing ones, but you cannot create new flows yourself. If you need a new flow created, please contact either your IT department or our mpro5 support team.

Viewing a flow

Step 1) Log on to your mpro5 website, select the Flows tile and click Search Flows.

Step 2) The side panel will let you search for Flows using the parameters you set. You can search by date, customer, site and location, as well as who completed the flow. Click Apply to search.

Step 3) You will now see a list of flows that match your search terms. To view more information on a Flow, click the Details button.

Step 4) Press the floppy disc icon to export the audit to PDF, Excel or word.

Editing a flow

When editing a flow you can only change the Customer, site finished time and who signed off the audit, you cannot edit any other information. If you need to change anything else, contact your IT department or the mpro5 support team.

Step 1) Log on to your mpro5 website and select the Flows tile and click Search Flows.

Step 2) The side panel will let you search for Flows using the parameters you set. You can search by date, customer, site and location, as well as who completed the flow. Click Apply to search.

Step 3) Press the Details button to view the audit.

Step 4) Press the pencil icon at the top of the screen to edit the audit

Step 5) On the edit flow screen, you can change the Customer, Site the date it was finished and sign off any changes. You can also choose whether or not the flow can trigger alerts or emails to other members of staff. When you are finished, click the save icon to preserve your changes.

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