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Common Workflow Tasks for Awarded / Approved Status

1,111 bytes added, 20:20, 16 May 2022

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[[File:add_new_wflow.png|thumb|none|800px|Add a new workflow]]

* Select '''Workflow Type''': The type will dictate which information/fields will be available when creating tasks - You can select different UTA’s, levels, contacts, organizations etc… as your workflow type.~~ ~~* Name the workflow and add it to a Category ~~  ~~** Suggested naming convention: UTA, Record Level (1/2/3) - Goal/Status~~ ~~*** '''EX:''' Submission Manager L1 - Approved Status~~ ~~** Categories are created by your organization. We suggest creating categories based on the UTA and Record Level.~~ ~~

*** '''EX:''' Submission Manager L1

* Add a workflow description (optional).

** Include a list of tasks and branching conditions for ease of review later.~~ ~~** Add notes to your workflow if you make changes to it.~~ ~~

* Set the '''Trigger-On'''

** The trigger dictates what status or action will initiate the workflow.

** Depending on the workflow type, you will be selecting from a list of statuses or activities.~~ ~~** For our example, we will be triggering our workflow when a record hits the Approved status.~~ ~~

: → You can attach multiple documents. They will need to be delimited by semicolons.

INSERT IMAGE

: '''→ '''Typically, tasks should be created in the order they will be executed in, but they can be reordered later if need be.

Applications that have already been Approved have gone through this workflow before. To make sure a record that has already gone through this workflow does not go through all of the tasks again, you will need to create '''Branching Connectors.''' Branching connectors have specific conditions that will allow you to direct records to different tasks based on that condition.

: → The name for this connector should indicate the condition - in this case we will be naming it Date Approved Not Blank.

: → The connect to option in this case would need to be Updated Date Approved.

INSERT IMAGE

* Navigate to the '''Routing Conditions tab''' in your connector settings - this is where you can specify which applications will skip certain workflow tasks.

Sample Page Header Banners:

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Greg Stanley

Smartstaff, administrator

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Common Workflow Tasks for Awarded / Approved Status

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