When a job moves from department to department, the biggest failure mode is usually simple: someone does not realize it is now their responsibility. That creates stalls in scheduling, delayed sign-offs, and a lot of status-checking that should not be necessary.

The Workflow CC list in Cetec ERP is a practical way to keep the right people informed when a quote, order, or work order changes workflow stage. It sends an email notification to a defined user list so the next step is visible and actionable.

What the Workflow CC List Does

Workflow CC is a per-record notification list used to alert other users when you move a job through workflow stages. Use it for stages that require attention from a supervisor, an approval step, or a heads-up to the next department that work is landing in their area.

Where to Find It

You can find the Workflow CC list on the workflow dropdown menu for quotes, orders, and work orders. Add the users who should be notified when the workflow stage changes for that specific record.

How Notifications Behave

To avoid unnecessary email volume, Cetec ERP emails workflow change notifications to the users on the CC list except the user who made the change, even if that user added themselves to the list.

If a user adds themselves to the Workflow CC list, they will still receive notifications when other users change the workflow stage. This keeps the list useful for supervisors or leads who want visibility without generating duplicate emails from their own updates.

Optional Admin Configuration

If your team needs different behavior, an admin can adjust it through configuration settings. Admin users can navigate to the configs settings page and search for "Workflow_" to review objective-specific configuration fields.

Those fields can be used to set up a user to receive an email about every workflow state change for every object of a type. Use this when a role needs broad visibility across records, not just a hand-picked list on individual jobs.

Key Takeaways

• Workflow CC lists notify a defined group when a quote, order, or work order changes workflow stage.
• Notifications go to the CC list except the user who made the workflow change.
• If you add yourself to the CC list, you will still receive notifications when other users move the record through workflow.
• Admins can review "Workflow_" configuration fields to enable broader notification rules when needed.

Conclusion

Workflow CC lists are a small control that reduces handoff ambiguity. When the right people get notified at the moment a job changes stages, your team can respond faster and keep orders moving without relying on manual follow-ups.