Create and Manage a workflow
Navigate to the Workflow Manager tab on your dashboard.
Select Add, enter in the workflow name, and select the responsible Agent for the entire workflow.
Once complete, select update.
To manage the steps within the workflow, select the view icon
Select the add button, choose the display number where you would like this step to appear in the workflow, choose the responsible agent for this step and lastly select the type of step this needs to be.
It is critical to ensure that you have your steps correctly set up because this is the workflow in which the approval actions will happen.
In the grid display, you can select multiple variations of approval steps, thus including single users, specific role types, appointment types or entire user groups.
Note: You can select multiple responsible agents per step in the workflow too. For example, this means that you can have more than one person or user group that make up step one of the workflow.
Use the toggle switch to indicate if the project manager needs to be included in the specified workflow step notification group. If it is switched on for the project manager this will mean that the Project manager will make up part of the step of approval.
Note: It is important to remember that if there are multiple users in the approval step, not ALL users need to approve the step, ONLY ONE person from the approval step need to approve.
Approval: Requires the User to Approve or Reject the item submitted to the Workflow.
View: Requires the user to acknowledge the User to view/ acknowledge that they have viewed the item.
Your steps will display in accordance with the step set up
Once your workflow is set up, you will be able to view the number of steps in the workflow displayed in the first grid. It can now be assigned to individual Pack Items, full Packs (per linked Service Provider) and Projects.