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Review Workflow Details

Overview:

Workflow for Reviews

Add a Workflow, Phase, and Workflow Items

1. To create a new workflow code for reviews, click on the large Add icon.  Define a Workflow Code and Workflow Name, click Save.
2. To add a phase, click on the small Add icon at the bottom of the workflow definition.
3. To add a workflow item under a phase, click on the small Add icon under the Phase name.

1. Select the Type.
2. Enter the Item Name.
3. Select the Routing type.
4. If additional fields display based on the type, complete those fields.
5. Save.

4. Add additional workflow items to the phase or phases.

Add a New Workflow Item to a Phase