A Step-by-step workflow is created in the same way as an All-in One (Checklist), the style of the workflow is selected as step by step, but otherwise it’s the same process.
This style of workflow allows you to decide if a step is required (mandatory) or optional. This is achieved by checking the ‘Required’ checkbox for that workflow step.
1. Click on the ‘+ Define new Workflow’ button
2. Select Step By Step as the style
3. Complete the remaining areas within the Workflow Details section
4. Click on the ‘Save’ button
Upon saving an additional area is enabled titled Contents, this is where you can add in your checklist items via sections and items, or steps within those sections.
5. Click on the ‘+ Add Step’ button within the Contents area to add your steps.
6. An option to make this step mandatory is available, select the check box under the Required area to make a step mandatory.
7. Click on the ‘Save’ button.
As with the All-in One (Checklist) there is a details button available for each step, by choosing the step-by-step style you have more selectable options available. This will allow you to add additional detail to this step alongside marking it as completed.
8. Click on the ‘Details’ button within a step
9. Within the Contents section click on the ‘Add’ button.
10. In the Data Field area add the text that you want to be displayed
11. In the Content area select from the dropdown list available
Text – A single line text box
Text (multi-line) – A multi line text box
Number – Ability to add a number
Date – Add in a date field that can be selecting via a calendar view
Risk Assessment – Add in a Risk Assessment
Meeting – Add in a Meeting
Workflow – Add in a Workflow
Audit – Add in an Audit
Selecting a Risk Assessment, Meeting, Workflow, or an Audit within this area enables an additional selection field.
The additional area allows you to link a pre-existing Assessment, Meeting, Workflow, or Audit to this step or choose from a template Risk Assessment, an existing meeting, workflow, or audit.
12. If this is a required step, tick the Required checkbox
13. If you wish to create multiple items, you can select the ‘Allow Duplicates’ checkbox
14. Click on the ‘Save’ button
15. Complete any remaining sections as required adding in additional areas through the details button.