Workflow Matrix

TBS comes standard with workflow already built in for Customers, Orders Trouble Tickets and Products. This workflow supports a Status flow down as well as a Date flow down. Please be sure to review the Status / Workflow Actions documentation for more information on how to manage this workflow.

 

Status Group	Status	IsClosed	Workflow Actions	Result Status	Set Date	Product Flow (for all products)
Customers
	New	0	Activate	Active	Set Active Date	Yes
			Cancel	Cancelled		Yes
	Active	1	Disconnect	Disconnected	Set Disconnect Date	Yes
			Write-Off Customer	WriteOff	Set Disconnect Date	Yes (Disconnect action)
	Disconnected	1	Reconnect	Active	Clear Disconnect Date	Yes
	WriteOff	1	Reconnect	Active	Clear Disconnect Date	Yes
	Cancelled	1	Resubmit	New		Yes
Orders
	Received	0	Assign	In Progress
			Cancel	Cancelled		Yes
			Credit Review	Credit Review
			Hold	On Hold
	Credit Review	0	Approve	In Progress
			Rejected	Cancelled
	On Hold		Assign	In Progress
			Cancel	Cancelled
	In Progress	0	Activate	(no change)	Set Active Date	Yes
			Disconnect	(no change)	Set Disconnect Date	Yes
			Reconnect	(no change)	Set Active Date	Yes
			Complete	Completed
			Cancel	Cancelled
	Completed	1	(none)
	Cancelled	1	Resubmit	In Progress		Yes
Products
	New	0	Activate	Active	Set Active Date
			Cancel	Cancelled
	Active	1	Disconnect	Disconnected	Set Disconnect Date
	Disconnected	1	Reconnect	Active	Clear Disconnect Date
	Cancelled	1	Resubmit	New
Trouble Tickets
	New	0	Assign	Assigned
	Assigned	0	InProgress	In Progress
	In Progress	0	Complete	Completed
	Completed	1