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  • Create Workflow Template

    Uploaded by

    jan
    7 views2 pages
    The document provides instructions for creating a new workflow template in 11 steps: 1) Go to the Workflow page, 2) choose Create New Template, 3) select New Workflow Template, 4) give the template a name, 5) write a message to review the attached document, 6) select boxes to issue the template for review, 7) choose the template status as Issued for Review, 8) add reviewers and set a review duration, 9) add your name under the reviewer section, 10) click Activate, and 11) click Save.

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    Original Title

    Create Workflow template

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    The document provides instructions for creating a new workflow template in 11 steps: 1) Go to the Workflow page, 2) choose Create New Template, 3) select New Workflow Template, 4) give the template a name, 5) write a message to review the attached document, 6) select boxes to issue the template for review, 7) choose the template status as Issued for Review, 8) add reviewers and set a review duration, 9) add your name under the reviewer section, 10) click Activate, and 11) click Save.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    7 views2 pages

    Create Workflow Template

    Uploaded by

    jan
    The document provides instructions for creating a new workflow template in 11 steps: 1) Go to the Workflow page, 2) choose Create New Template, 3) select New Workflow Template, 4) give the template a name, 5) write a message to review the attached document, 6) select boxes to issue the template for review, 7) choose the template status as Issued for Review, 8) add reviewers and set a review duration, 9) add your name under the reviewer section, 10) click Activate, and 11) click Save.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    1.

    Go to "Workflow"

    2. Choose Create New


    Template

    3. Choose "New Workflow


    Template"

    4. Give Template Name


    (Choose something easy
    to remember and relate
    to the document)

    5. Write " Please review the


    attached document"

    6. Tick the boxes in as


    shown here 9. Put your name under here

    7. Choose "Issued for


    Review"

    8. Drag here to include people to


    review the document and set duration
    (typically 3-4 days for each consultant
    and 2 days for HSE and final review)
    Dont forget to put your name under
    the CC so you are notified when the
    review is done.
    10. Click "Activate"

    11. Click "Save"

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