| 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.
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| 2.
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if you are enabled in more than one operation you must select an operation on the first screen after logging in.
|
| 3.
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TASK 1: Create a new workflow
| A.
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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
|
| B.
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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.
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| C.
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In the ‘Add Workflow’ pop-up window enter the following information for the new workflow:
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Related documents
- How to add a location to your operation.
- Customizing a report
Functionality tested by
