How to Create and Manage Reporting Workflows

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:

1. Stage Task Types
2. How to Create a New Workflow
3. How to Revise a Workflow
4. Further Reading

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:

1. Tasks: The user has to perform an action and then sign-off it has been completed.
2. Approvals: The user has to review and approve/reject the workflow.

2. How to Create a New Workflow

1. Go to Administration, then Reporting, then finally Workflows.
2. Click the Add   button. 
3. Enter the required information:

• • • Title: A clear and concise title for the workflow.
    • Purpose: A brief description of when this workflow should be used.

4. Click on the link Create In to set your Organisational Unit.
5. Click Create.
6. Click Add Stage to add your stages.
7. Select your stage type.

8. Enter the required information.

9. Click Add Stage.
10. Click Add Task to add any tasks that need to be performed as part of the stage.
11. Click Add Stage to add any additional stages.
12. When ready, click on the actions menu and click Activate.

3. How to Revise a Workflow

1. Go to Administration, then Reporting, then finally Workflows.
2. Click on the link to open a workflow.
3. Click on the actions menu and then select Revise.

4. Perform the changes you need to the workflow.
5. Click on the actions menu and click Activate.

Reminder! There is no save button as all changes are automatically saved.

4. Further Reading

• How to Create a New Reporting Form
• How to Create a Standard Event on a Form