Creating an Advanced Workflow: Add Processes

In Odyssey, workflows enable you to see the working path a job will take from beginning to end in your print shop. These workflows consist of a collection of processes and resources that a job will need in order to make printing happen.

Your Workflows will most likely contain a collection of multiple Processes using many of the available options you create in your Resources.


You are ready to create a Workflow if you have added in the Resources‍ and Processes‍ needed in order for a job to move through production.


To create a Workflow:

  • Select Printshop > My Products
  • Select "All", "Public", "Private", or "Guided" under the Order Form drop-down on the left-sidebar
  • Select the 'Workflows' button to the right of a Product (also known as an Order Form) 
    • A user may select from an existing Workflow, create a new one or copy an existing Workflow


Example of a list of All order forms in which a user can choose the 'Workflow' button


Review the short video below on where to select a product to view a workflow for the product.


Example of a list of Workflows for a Brochure order form


  • Select from an existing Workflow or create a new Workflow
    • Users will now be able add or edit a Workflow for the order form chosen


Adding Processes to a Workflow

In order to set up a Workflow, processes will need to be added so that a job can navigate through the printshop. Processes may include printing, cutting, trimming, folding, boxing and so on.

Attention

Processes will have already been added under Printshop > My Processes‍ at this point. You may always go back to add or edit process groups to ensure you capture the processes a job needs to have for the product to move from start to finish.


To added processes to a Workflow:

  • Select a process from the drop-down next to 'Process'
  • Select 'Add'
  • Continue adding the necessary processes the job requires to have performed from start to finish


Using the image below, the Brochures - Digital Workflow typically includes four processes: 

  • Cut Parent to Run Size
  • Digital Printing
  • Trim Press Sheet to Finished Size
  • Half Fold


These are the basic processes typically used for a Brochures job to move through a printshop from beginning to end. Additional processes may always be added; existing processes can be deleted.

Note: Processes will appear in random places in your Workflow screen until you link the processes, which is found in the Linking Processes tutorial.

Example of a simple Brochure Workflow with four linked processes

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