Difference between revisions of "Creating a workflow template"

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|Go to the ‘workflows’ selection in the main menu and select ‘manage work flow definitions’. This will take you to the ‘Manage Workflows’ page
 
|Go to the ‘workflows’ selection in the main menu and select ‘manage work flow definitions’. This will take you to the ‘Manage Workflows’ page
 
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|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.
 
|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.
 
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|In the ‘Add Workflow’ pop-up window enter the following information for the new workflow:
 
|In the ‘Add Workflow’ pop-up window enter the following information for the new workflow:
 
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Revision as of 13:19, 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
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
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