Compliance Settings – Workflow Configuration Settings

This settings page will let you configure the various workflows to be used within the system for each register type. Once given a name and description to the workflow, save and select to add objects to the workflow. You may further define each object’s properties and connect them to other objects, by dragging its connectors to the next object in the workflow.

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Figure 1.1

To add a new workflow:

• STEP 1: Click the New button.

• STEP 2: Enter a workflow name and description and click Save. Workflow configuration sections will load at the bottom of the page.

• STEP 3: To add an object to the workflow, select the object from object type list and click Add Object. This will display the respective object in the workflow builder at the bottom of the page.

• STEP 4: Once all the objects are added click on an object within the workflow builder and drag the linking line that appears to the object that it should link to.

• STEP 5: To remove an object, click on the object and click Remove Object button.

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Figure 1.2

To set decision point-based workflow configurations:

• STEP 1: Click the Object box which you wish to configure.

• STEP 2: Click on the Properties button.

• STEP 3: Set the properties in the Workflow Element Details popup window and click the Save button.