How to create a Pipeline phase “Wait for a Form above to be submitted”

Here at Unavin, we’ve created Pipelines to help you automate and streamline your Non-conformance processing. Pipeline is basically a sequence of phases (steps) for the Non-conformance to go through to get finalised. By the steps, we mean actions that need to be taken, and processes completed. For example, notifications sent, forms completed and returned to the sender. There are multiple types of phases which can be reordered at any moment in time.

 

If you want to wait for the Form to be submitted, follow these steps to fill up the Pipeline structure with phase "Wait for a Form above to be submitted":

1. Go to the Pipelines list and click the Structure button on the right from the Pipeline name. 

2. Click the “+Add Phase“ button to add a new phase.

3. Select an action “Wait for a Form above to be submitted”

4. Choose the Form declared above from the pop-up menu.

5. Click “Save“, and the system will save this version of the Pipeline.

Each time you change Pipeline structure Unavin will create a new version of the Pipeline and keep the record of all previous versions for your record.

6.   In order to action on a Non-conformance  - you need to assign it to the saved Pipeline.

New Events can not be assigned to inactive Pipeline. Events that are currently in progress through this pipeline will remain there and will be processed as normal regardless of this flag.

7.   Once you’re all done, Driver or Driver's manager will receive the Form and Notification. 

​

• Related Articles

• How to create a Pipeline phase “Send Form to complete”

  Here at Unavin, we’ve created Pipelines to help you automate and streamline your Non-conformance processing. Pipeline is basically a sequence of phases (steps) for the Non-conformance to go through to get finalised. By the steps, we mean actions that ...

• How to create a Pipeline phase “Send Notification (internal)

  Here at Unavin, we’ve created Pipelines to help you automate and streamline your Non-conformance processing. Pipeline is basically a sequence of phases (steps) for the Non-conformance to go through to get finalised. By the steps, we mean actions that ...

• How to create a Pipeline phase “Send text message (or email)

  Here at Unavin, we’ve created Pipelines to help you automate and streamline your Non-conformance processing. Pipeline is basically a sequence of phases (steps) for the Non-conformance to go through to get finalised. By the steps, we mean actions that ...

• Pipeline Structure: view, update, versions

  Here at Unavin we’ve created Pipelines to help you automate and streamline your Non-conformance processing. Pipeline is basically a sequence of phases (steps) for the non-conformance to go through to get finalised. We call this sequence of phases - ...

• More on Pipelines and how to create one

  Here at Unavin, we’ve created Pipelines to help you automate and streamline your Non-conformance processing. Pipeline is basically a sequence of phases (steps) for the Non-conformance to go through to get finalised. By the steps, we mean actions that ...