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Workflows - Instruction component

Note

This option pertains to the Hyperproof TPRM product line.

The instruction component is designed to configure and display instructions for collaborators and vendors during the project workflow. It allows users to view, edit, and download instructions. Vendor-specific instructions can also be configured and shared during vendor requests. See Configuring workflow components.

Key features include:

  • Instruction description - Provides clear and configurable instructions for collaborators, guiding them during the workflow to ensure smooth progress.

  • Editable configuration

    • Instruction message - Admins can input or modify the instructional text for collaborators and vendors.

    • Seller instruction configuration

      • If enabled, the instructions are included whenever a vendor request is sent.

      • Vendors can view the configured instructions related to the request, helping them complete their tasks efficiently.

    • Options

      • View instructions - Loads all configured instructions dynamically based on the workflow.

      • Edit instructions - Users can update the instructional text at any time.

      • Download instructions - Users can download the instructions for offline use.

Use cases for the instruction workflow component

  • Collaborator guidance - Provide clear instructions to collaborators for specific steps in the project.

  • Vendor instruction sharing - Share vendor-specific instructions during vendor requests to ensure clear communication of requirements.

  • Instruction download - Allow collaborators or vendors to download instructions for offline use.