Setup, access, permissions and menu badges
Activate version 1.0.0, assign View/Create/Edit, open the Projects & Work menu and understand the outstanding badge.
Service Journeys
Open guide →GuideUnderstand Service Journeys
Review all three journey types, case controls, six stages, client collaboration, documents and notifications.
Open guide →GuideCheck the CRM requirement
Confirm the module targets CRM 3.0.*.
Open guide →GuideActivate Service Journeys
Run the installer and verify the direct Projects & Work menu and client route.
Open guide →GuideAssign Service Journeys permissions
Grant View, Create and Edit as required.
Open guide →GuideUnderstand View permission
View opens the register and case workspace.
Open guide →GuideUnderstand Create permission
Create allows new administrator applications.
Open guide →GuideUnderstand Edit permission
Edit controls case updates, stages, activities, tasks, messages and documents.
Open guide →GuideUnderstand the absence of Delete permission
The module registers no Delete capability or hard-delete controller action.
Open guide →GuideOpen Service Journeys
Use the direct Projects & Work item registered by the source.
Open guide →GuideOpen Service Journeys as a client
The module adds a Service Journeys item to authenticated client navigation.
Open guide →GuideUnderstand the red outstanding badge
The badge counts every application whose status is not completed_successfully.
Open guide →GuideDeactivate while preserving records
Deactivation removes runtime menus/hooks/assets while retaining module-owned records.
Open guide →GuideUnderstand uninstall behaviour
No module uninstall hook is registered; the supplied source does not define a module-owned destructive uninstall routine.
Open guide →GuideVerify after deployment
Test all type tabs, create, workflow, client view, messages, documents and cron notifications.
Open guide →