1. Click on the ‘Workflows’ module icon
2. Click on the ‘Workflows’ button
3. For each workflow there is a Done column, a number indication will highlight the number of workflows completed for this workflow type, any workflows of the same time that are in progress is also displayed.
You are able to look at details of completed, and in progress workflows of this type at a granular view by clicking on the ‘View’ button.
An area for any Workflows in Progress, or Past Workflows is viewable.
You are able to Archive old workflows by using the Archive button or copy this workflow by using the Copy button, copying will allow you to copy to another subsystem
Step-by step with Assignment (additional notes)
if you selected a step-by step with assignment as the workflow style you can assign individuals, roles, or departments to a step for a specific instance of the workflow instead of the entire workflow template, it will not alter the workflow template itself, just this individual workflow. To do this.
1. Select the workflow from the summary page or start the workflow from within the workflow itself
2. Click on ‘Start Workflow’.
3. Click on the required section.
4. Click on the required step.
5. Click on the ‘Edit’ button.
6. Add in a user, a role, or a department in the UserRole box.
7. Click on the ‘Save’ button.