Adding workflows

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To add a workflow:

  1. From the Workflows menu, choose Add Workflow. The Create New Workflow dialog opens.
  2. Choose the workflow type from the drop-down list in the Workflow Type field.
  3. Type or paste a description of the workflow in the Description window.

    Note: New workflow descriptions must be unique, in order to improve reporting and help ensure the proper workflows are rolled forward each year.

  4. Choose the workflow status from the drop-down list in the Status window.
  5. Click OK to create the new workflow.

Video: Adding workflows using the Bulk Import feature (2.5 minutes)

Related topic: Working with workflows

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