Configuring Workflow

The KDS Workflow feature is used to determine where orders appear first, second, third and so on during the order assembly process.

The Workflow field supports values from 0 to 999 (the default setting is 0). The highest value shows first, and the lowest value last. A zero value causes orders to always show on the device. When each KDS order device is assigned a different workflow value, the KDS order device assigned the highest workflow value shows orders first, and once bumped, the order then shows on the KDS order device assigned the next lower workflow value. If two order devices have the same workflow value, they show the orders at the same time. If order device A has a higher workflow value than order device B, orders show on order device A until the order is bumped or done from order device A, at which time it then shows on order device B.

Workflow can be configured and implemented to work as a separate feature (by using Workflow value settings to determine the sequencing of where orders first show, and then subsequently based on the settings from highest to lowest values), or in tandem using Production Lanes (by assigning a lane to KDS order devices). See Configuring Production Lanes for more information.

Important:

Do not click Save until you have completed all of the configuration steps outlined here. This is contrary to most configuration practices. If you save any changes prior to completing the entire configuration, the feature setup remains incomplete.

1. Before starting to configure workflow, ensure that your KDS order devices are configured for the revenue center running the KDS display. Select the revenue center, click Setup, and then click Order Devices.

   See Configuring a KDS Order Device for more information if order devices are not set up.

2. Double-click the KDS order device record to open it.
3. Click the KDS tab.
4. Enter the numerical value in the Workflow field for this order device. The highest value setting shows orders first, and the lowest value shows orders last.
5. In the left pane, click another KDS order device to highlight it, and then assign a value for the Workflow field. Perform this step for each KDS order device you want to include in your workflow sequencing.
6. After the entire Workflow configuration has been completed, click Save.

   Attention:

   When utilizing Workflow functionality, it is recommended to configure your menu items to use Print Classes (which are then assigned in the Menu Item Classes module) to output to each KDS order device for each revenue center using this feature.

   See examples of production lanes and workflow settings on KDS order devices in Handling Orders Using Production Lanes and Workflow.