Difference between revisions of "Creating a workflow template"
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==Details of: Types of workflow steps and the information required to set them up== | ==Details of: Types of workflow steps and the information required to set them up== | ||
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|A 'context' step provides information about the workflow itself and offers a place to record the following information: | |A 'context' step provides information about the workflow itself and offers a place to record the following information: | ||
*The name of the context step (frequently 'Context for [workflow name]'). This provides a name for this step as the user moves through the workflow. | *The name of the context step (frequently 'Context for [workflow name]'). This provides a name for this step as the user moves through the workflow. |
Revision as of 15:32, 23 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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4. | TASK 2: Add a step to the new workflow.
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Details of: Types of workflow steps and the information required to set them up
A 'context' step provides information about the workflow itself and offers a place to record the following information:
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Webpage: | A 'webpage' step allows the workflow user to view a stored webpage without leaving the application. The following information is required to set it up:
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Snowpack: | A 'snowpack' step allows the workflow user to add a snowpack description in narrative form. The following information is required to set it up:
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Observation: | An 'observation' step allows you to fill out an |
Related documents
- How to add a location to your operation.
- Customizing a report
Functionality tested by
- not tested