Difference between revisions of "Creating a workflow template"

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|d. Click on the 'Ok' button at the bottom right of the ‘Add New Workflow’ window to save the workflow settings and close the pop-up window. The new workflow has now been created and is visible in the dropdown menu under    ???
 
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Revision as of 17:37, 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:
  • Name:

A meaningful name of the workflow such as: ‘AM Guide Meeting’

  • Include Summary:

Select this check box if you want a summary screen at the end of the workflow

  • Progressive Workflow:

Select this check box to ensure that the steps of the workflow are presented in order (i.e. no steps are skipped). If this does not matter, leave this option unchecked.

NOTE Once the workflow steps have been completed you can review and edit steps in any order.
  • Locations

Associate the workflow with a location or combination of locations from your location catalogue.

NOTE Click on the text box to get a dropdown with your entire location catalogue. To filter the dropdown start typing the name of the location
NOTE If no locations are visible an operation administrator must first create locations using the location catalogue selection under the menu (see help documentation for ‘How to add a location to your operation’)
d. d. Click on the 'Ok' button at the bottom right of the ‘Add New Workflow’ window to save the workflow settings and close the pop-up window. The new workflow has now been created and is visible in the dropdown menu under ???

Related documents

  • How to add a location to your operation.
  • Customizing a report

Functionality tested by

  • not tested
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