Creating Workflow Guidance

Who is this article for?

 Users responsible for managing reports.

 Admin access to edit workflows must be assigned.

When you're filling out a report, we've made it easy for you to get help along the way. In the 'Resource' field, you can enter a web link (URL) that leads to additional guidance. This means if you ever need more assistance or information while completing the report, you can simply click the link for extra support. It's a handy way to make sure you have the guidance you need at your fingertips!

This article outlines:

1. Example Guidance
2. Adding Guidance to a Workflow
3. Adding Guidance to a Stage

1. Example Guidance

• Instructional Guidance: The guidance field might point to instructions design to guide users on what information to input, ensuring that the reported data is consistent and meets the required standards.
• Data Formatting Assistance: It could assist users in formatting data correctly, such as specifying the required date format, input units, or any other data-specific requirements.
• Contextual Help: The guidance field may offer contextual help or tooltips to explain the purpose of certain fields, helping users understand the significance of each input and promoting accurate reporting.
• Validation Instructions: It might include information about data validation rules, ensuring that users are aware of any constraints or conditions associated with specific fields.

2. Adding Guidance to a Workflow

1. Go to Reporting, and then Workflows
2. Open or create a draft workflow.
3. Edit the Guidance Resource field.

4. Enter the required guidance.
5. Click Save.
6. Activate the workflow when ready.

3. Adding Guidance to a Stage

1. Go to Reporting, and then Workflows
2. Open or create a draft workflow.
3. Browse to the tasks.
4. Edit the Guidance Resource field.

5. Enter the required guidance.
6. Click Save.
7. Activate the workflow when ready.