| 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.
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| 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
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| 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:
A meaningful name of the workflow such as: ‘AM Guide Meeting’
Select this check box if you want a summary screen at the end of the 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. |
Associate the workflow with a location or combination of locations from your location catalogue.
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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
