Thomas Jefferson University

Main menu:

The WebUI (User Interface)

Workflow

Right-click on the file or folder. Click on ‘Start Workflow’ from the shortcut menu.

Next

If you have any saved workflow templates that you want to reuse, click on the drop-sown arrow next to “Choose Workflow Template” and select the one you wish. Click on the ‘Next’ button.

You may put your own instructions in the ‘Participant Instructions:’ box. Next choose to have participants act on the workflow in order, one after the other (serial) or simultaneously, in any order they want (parallel), by clicking the drop-down arrow and making a selection.

Serial/parallel
Add participant

Click on the ‘Add Participant’ button.

Enter the user’s name in the ‘Begins with’ box and click on the ‘OK’ button. Select the correct user and click on the ‘Next’ button. Repeat this procedure for all Workflow participants. You may move participants up and down in the process order by clicking on the arrows in the ‘Re-Order’ column.

Reviewer/Approver

You may now set options for the user. Select the user type by clicking on the ‘Type’ drop-down arrow.

Mandatory/Optional

Select whether it is mandatory or optional for the user to check-off on the document in order for the workflow to continue by clicking on the ‘Mandatory’ drop-down arrow.

Calendar

Enter in the length of time, in days, that the user has to check-off on the document in the ‘Task Length’ box. After it is entered, the due date is automatically calculated. Alternately, select the date the user’s action is due and the length of time is automatically calculated. You may enter the date, or click on the calendar button and select the date from the pop-up calendar.

When all of your users are in place and their options set to your satisfaction, click on the ‘Next’ button.

If you would like to save this workflow as a template, click in the check box next to “Save this workflow and its parameters as a template’. Enter a name in the ’Template Name:’ field.

If you want to be automatically notified as each step progresses, select “Me (Workflow Initiator)” from the ‘Send email notification of workflow progress to:’ drop-down list. Even if “Nobody” is selected, you will be notified of any workflow stoppages.

Finish

Click on the ‘Finish’ button.

Emails will be sent out automatically to participants and the workflow will appear in their ‘Tasks’ tab.

Tasks tab

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