You are here: Chapter 4: Implementation and Design > Recommended Approach > Create Workflow Functions
Create Workflow Functions
Automating your workflow takes the longest time to implement
because you must determine how to best make FootPrints
reflect your business rules. It
also relies on most of the preceding features, so most of the other features
must be set up before workflow can be automated. Workflow rules can be configured now or at a later time.
Calendar and Scheduling
Create a Workspace
Work Schedule.
Define schedules
for Agents.
Set Workspace Calendar
preferences.
If FootPrints Syncis enabled, instruct your Agents to download the FootPrints Sync client or, if
you have software deployment, download the client and
install it for your Agents.
Quick Issues
Create Quick Issue
Templates for recurring issues.
Create Master Quick
Issue templates and subtasks.
Auto Assign
Set up Default Assignment
rules for the workspace.
Create Auto Assignment
rules based on drop down field choices.
Service Level Management
Configure global
SLA parameters.
Define SLAs and create
Escalation processes to support the SLAs.
Configure the Emails
that will be sent as notification of escalations.
Issue Workflow
Select actions for
Dynamic Issue Linking.
Specify procedures
for subtasks.
Escalations
Define additional
escalation rules for your desired workflow.
Customer Surveys
Create a Customer
Survey workspace for tracking user feedback.
Enable the survey
feature in the support workspace.