Difference between revisions of "Creating a workflow template"
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A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. | A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. | ||
Creating a workflow consists of two main tasks: | Creating a workflow consists of two main tasks: | ||
| − | *Defining the workflow name and choosing its general features | + | * Defining the workflow name and choosing its general features |
| − | *Adding at least one workflow step | + | * Adding at least one workflow step |
==Step-by-step description:== | ==Step-by-step description:== | ||
| Line 26: | Line 26: | ||
b. You are now presented with two headings: ‘Workflows’ and ‘Add Step’. To create a new workflow select ‘add’ under ‘Workflow’. The ‘Add Workflow’ pop-up window appears. | b. You are now presented with two headings: ‘Workflows’ and ‘Add Step’. To create a new workflow select ‘add’ under ‘Workflow’. The ‘Add Workflow’ pop-up window appears. | ||
c. In the ‘Add Workflow’ pop-up window enter the following information for the new workflow: | c. In the ‘Add Workflow’ pop-up window enter the following information for the new workflow: | ||
| + | |||
| + | ==Related documents== | ||
| + | |||
| + | * How to add a location to your operation. | ||
| + | * Customizing a report | ||
| + | |||
| + | ==Functionality tested by== | ||
| + | |||
| + | * not tested | ||
Revision as of 13:03, 19 October 2013
| REQUIREMENTS | |
| Permission | Operation administrator and higher |
| Connectivity | Online and partial offline |
This document describes how to create a 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. Creating a workflow consists of two main tasks:
- Defining the workflow name and choosing its general features
- Adding at least one workflow step
Step-by-step description:
| 1. | login to the infoEx system with an account that has Operation Administrator privileges. |
| 2. | f you are enabled in more than one operation you must select an operation on the first screen after logging in. |
| 3. | TASK 1: Create a new workflow |
a. Go to the ‘workflows’ selection in the main menu and select ‘manage work flow definitions’. This will take you to the ‘Manage Workflows’ page b. You are now presented with two headings: ‘Workflows’ and ‘Add Step’. To create a new workflow select ‘add’ under ‘Workflow’. The ‘Add Workflow’ pop-up window appears. c. In the ‘Add Workflow’ pop-up window enter the following information for the new workflow:
Related documents
- How to add a location to your operation.
- Customizing a report
Functionality tested by
- not tested
