Workflow¶

Use Workflow to configure approval flows for specific workflow categories.

View workflows: 1. In the left sidebar, go to Settings & Config > Process Management > Workflow. 2. Use Search Workflow to find a workflow. Workflow list

Set a workflow: 1. Click Set Workflow. 2. Step 1 (Set Base For Workflow): select the Workflow Category. 3. Step 2 (Set Flow): select flow categories and set values (for example Location and Shift Change Type), then click Submit & Get Approver. Set workflow - base and flow 4. Step 3 (Set Approvals): select approvers for each level and click Add Approver. Enable Add Threshold to configure threshold values if required. Set workflow - approvals Set workflow - approvals with threshold 5. Click Set Workflow to save.

Edit a workflow: 1. Open the workflow and click Set Workflow. 2. Update the flow or approval levels. 3. Click Set Workflow to save.

Delete a workflow: 1. Select the workflow to remove. 2. Click the Delete icon and confirm.