As well as being able to start the workflow from the workflow itself and the workflow summary page, you can also start an emergency workflow by clicking on the ‘Start’ button located within the Links section on the home landing page.
Homepage, dashboard
1. On the home page click on the ‘Start’ button
2. Click on the ‘YES’ button
From the Workflows tab
1. Click on the ‘Start’ button
From a specific workflow
1. Click on ‘Start emergency’ or ‘Start Drill’
Emergency Type
1. The default type is set as Emergency under the Emergency Type area, you can choose if this is an Emergency or a drill exercise, select the appropriate type from the dropdown options
2. Provide a title for the workflow
3. Input an Owner (this is optional though)
4. Click on the ‘Save’ button
5. Input the details of the incident into the previously enabled Forms area, click on the ‘Edit’ button or click on the incident details section to put the page into edit mode
6. Click on the ‘Save’ button
7. Under the Emergency Status section, select one of the created alert states that best fit the incident.
The workflow is marked as In Progress, anybody linked to the Emergency Status level clicked will receive a voice call of the incident, they will be able to confirm acknowledgment, plus the ability to state if they will attend. They will also receive an SMS notification.
The status is also displayed.
Further details of who has been notified, plus their acknowledgment is also shown. The ability to Send Updates is also provided.
Clicking on the ‘Send update’ button will resubmit the emergency messaging.
An Emergency Log is also provided.
Individuals, Roles, or Departments that are named within a step (via the User/Role) area will be notified of their steps to complete. They will only see their steps and not the entire workflow unless they have an increased level of access rights.
All completed steps have information about who completed the step, the date, and the time it was completed.
8. When all steps have been completed If this workflow was set to requiring sign-off, click on the sign-off button
9. You can now close this workflow, click on the ‘Complete’ button
10. Click on the ‘OK’ button to confirm