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Vista Tips – WF Template Reports

November 15, 2017

 

A company which is implementing Vista has many resources for learning: the Viewpoint Learning Center, aka “ClearView”, 4988 articles for Vista in the Knowledge Base at last count, the online Help System (F1 or Form Help from Vista), and of course, their Vista consultant.
If the help that is needed is a basic list of steps for a process, sometimes the Knowledge Base articles or the videos in ClearView can be overkill, and searching for the right resource time-consuming. Built into Vista is a set of concise “how-to” documents that are not widely advertised. These documents are accessed via the WF Templates report.

 

To access the reports, go to the Workflow Module, Reports folder, WF Templates.

 

 

From the Begin Template field, the lookup (F4) will bring up a long list of standard templates, including documents both for implementation and for processing.

 

For example, under PR, there are steps for Payroll Implementation and Processing, along with steps for Month/Quarter End and Year End.

 

 

Judging by the revision dates on the templates, these reports are left-over from legacy help systems in Viewpoint, and may not include all the most current feature enhancements.  But sometimes less is more, and when all that is needed is a basic checklist of tasks, these templates summarize processes efficiently.

 

 

If your company does not have the Workflow module, these reports can be accessed from the Reports folder of the Reports Module. Search on WF to see the Workflow templates report.

 

 

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