Workflows are used by your organization to help gather information from you and help ensure that all involved parties complete the workflow in a timely manner.

Manage Workflows

My Active Workflows Tab

The "My Active Workflows" tab will list any workflows that you have started and workflows that require your involvement in any step. It will not show up until the employee acts on that step.

There will be columns for:

• Action
  • Begin button - Workflows assigned to you that have not been started. Click the button to start the workflow process.
  • Continue button - Workflows that require action from you. Clicking the button will allow you to continue the workflow from where you left off.
  • Blank - When there is no button, the Workflow has been started by you, but the current step is to be completed by another person.
• Description - The description from the name and details of the workflow.
• To Be Completed By - The person who is responsible for completing the next step.
• % Complete - The percentage of the workflow that has been completed. 0% will show when the workflow has not begun.

My Available Workflows Tab

The "My Available Workflows" tab will show any workflow that is available to you to start.

There will be columns for:

• Action
  • Start button - Allows you to start an available workflow.
• Description - The description from the name and details of the workflow.

Completed Workflows Tab

The "Completed Workflows" tab will list any completed/denied workflows that involved you at any step.

There will be columns for:

• Workflow - The name of the workflow.
• Initiate Date - The date the workflow was initiated.
• Completed Date - The date workflow was completed.
• Status
  • Completed - Steps that were completed.
  • Completed – Denied - This status would only show if a workflow step was denied. Hovering over the tooltip icon will show the reason for the denial.