How to Install TeamWork

Overview

You install and activate Sage 300 modules (AC Chat, Extender and Information Manager).

You can then setup A/C Chat, Extender and TeamWork.

You can then import TeamWork workflow modules and configure the workflow rules (What, How, Who) in Extender.

Step 1. Install Sage 300 modules

For details:Installing Sage 300 modules

Step 2. Setup TeamWork

You need to select options and setup configuration in AC Chat and Extender.

For details:

Setup A/C Chat

Setup Extender

Import TeamWork Module

Configure TeamWork connection details

Step 3. Enable TeamWork Approvals in Extender

TeamWork includes workflow templates for many Sage 300 processes. You can import the modules and configure the relevant workflow rules and options.

You are then ready to test the alerts and approvals.

For details:How to enable TeamWork workflows

Step 4. Configure business rules

  1. Add Workflow Rules (conditions and approvers) for each record type you want to approve.

    1. See details and examples Extender Workflow Tutorials

    2. Amend message templates (if required).

  2. Select approval options (Chat template and posting options)

  3. Test and adjust workflow rules as required

Refer to details on workflow rules: Workflow Rules