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Overview

Workflow Templates define the tasks that make up a business process.

Workflow Templates are categorized by Functional Area. For example, ta "Conduct Inspection" workflow template can be defined for evaluations, and a "Process Submission" workflow can be defined for an Application/Service Request. Workflows are supported on Submissions, Evaluations, and Compliance Actions.

Workflow Templates can be added by default to various items when they are first created. 

  • Submissions - Default workflows are configured in the Form Settings for a given form
  • Evaluations - Default workflows are configured on the Evaluation Type lookup edit screen
  • Compliance Actions - Default workflows are not supported. They must be manually added to a compliance action at the time it is created


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