Who is this article for?Administrators managing reporting.
Report admin permissions are required.
Workflows are a quick and easy way to manage the activities needed on a reporting record. When the report is submitted, the investigation team will then have a set number of activities that need to be performed to close out the record. These activities are tracked and managed on a workflow.
This article outlines:
New to workflows? Visit Getting Started with Report Workflows for details on workflow basics.
1. Stage Task Types
Stages are made up of tasks. Tasks can be either:
- Tasks: The user has to perform an action and then sign-off it has been completed.
- Approvals: The user has to review and approve/reject the workflow.
2. How to Create a New Workflow
- Go to Administration, then Reporting, then finally Workflows.
- Click the Add button.
- Enter the required information:
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- Title: A clear and concise title for the workflow.
- Purpose: A brief description of when this workflow should be used.
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- Click on the link Create In to set your Organisational Unit.
- Click Create.
- Click Add Stage to add your stages.
- Select your stage type.
- Enter the required information.
- Click Add Stage.
- Click Add Task to add any tasks that need to be performed as part of the stage.
- Click Add Stage to add any additional stages.
- When ready, click on the actions menu and click Activate.
3. How to Revise a Workflow
- Go to Administration, then Reporting, then finally Workflows.
- Click on the link to open a workflow.
- Click on the actions menu and then select Revise.
- Perform the changes you need to the workflow.
- Click on the actions menu and click Activate.
Reminder! There is no save button as all changes are automatically saved.