Workflow at a glance

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    Designing Workflows

    Click Maintenance > Central Workflow > Standard Workflows.  For a new template Click “Add” and enter the details. 

    To edit an existing template just click the name:

    Workflow steps​


    Each row represents a workflow step. The common step types are:-

    • Central Task – A step which creates a task for the relevant user to complete. This type of task can also be set to Pass/Fail in the Task Type
    • Central Task (Multi Action) – A step which creates a task for the relevant user with choices e.g. “Yes”, “No”,”N/A”

    A step which is a Central Task also has other properties e.g.

    Due Start & Due End (either actual dates or offset dates based on date rules created under Maintenance > Central Workflow > Date Rules)

    Employee Type (who the task gets assigned to)

    Is Milestone (shows the step on the Workflow Homepage)

    Notify By Email – you can received an email advising that you have a task to do

    Managing Workflows using the Workflow Homepage 


    • A milestone which is “In progress” shows as a cog and can be completed using right click “Complete Milestone
    • Or right click “Select Outcome” if the step requires a choice

    GlanceSelectOutcome1.png            GlanceArrow.png           GlanceSelectOutcome2.png

    • Or right click “Select Employee” if the step requires you to choose an employee


    GlanceSelectEmployee1.png                GlanceArrow.png            GlanceSelectEmployee2.png


    Note:  To export the Workflow homepage to Excel right click, untick “Use Icons” then right click again to see the “Export to Excel” option.