Workflow

Workflow actions are unique in that they must be accomplished in a particular order before the system will activate any future steps. To create this flow, you must add Actions and assign them to Staff. You may add as many action notes as needed.

 

Item	Description
Step Name	An identifier to allow for easier organization
Action Note	This will be the automatic Action Note when logged
Time	Configure the default time for this action, if any
File Attachments	Add any needed files
Assign To	Designate the person that will be automatically assigned to that particular action

 

From the main page, a Super Admin can enable or disable Workflow Templates by clicking on the On/Off button at the top of the page.

 

 

A regular Admin can view the page and check or uncheck the Self Service Interface options and check the Allow Access Level options.