Editing a workflow template

REQUIREMENTS
Permission	Operation administrator and higher
Connectivity	Online and partial offline

This document describes how to edit an existing workflow in the infoex system.

Background

A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Workflows are custom designed for each operation. Each operation must also manage their own workflows. This document provides information on how to edit a workflow that has been previously created. The following information assumes you are logged in to the InfoEx application and you have selected an operation (if you have more than one valid operation).

Step-by-step description

1.	login to the infoEx system with an account that has Operation Administrator privileges.
2.	if you are enabled in more than one operation you must select an operation on the first screen after logging in.
3.	Fig. 1: Select Manage Workflow Definitions Under the Menu Workflows select 'Manage Workflow Definitions' (Fig. 1).
4.	Find the workflow that you want to delete under 'Workflow'. To the right of the workflow name are two small icons that allow management of that specific workflow
5.	Fig. 2 : Editing a workflow Select (Fig. 2) to retrieve the workflow settings. The general workflow settings can be directly edited. Individual steps can be edited or deleted by selecting the or button associated with each step.
6.	Select Save Workflow to save changes to the workflow permanently.

Related documents

• Creating a workflow template
• Deleting a workflow template

Functionality tested by

• Date: Nov. 15, 2013 / John Kelly / QA Server / Version 3.0.0