Difference between revisions of "Creating a workflow template"
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==Related documents== | ==Related documents== |
Revision as of 16:54, 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. | if 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
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NOTE | Once the workflow steps have been completed you can review and edit steps in any order. |
Related documents
- How to add a location to your operation.
- Customizing a report
Functionality tested by
- not tested