3.10.1 Workflow Management – Summary

This topic provides the systematic instructions to corporate administrators to view existing workflows and create new ones via this screen, subject to the selected workflow type.

To setup a Group Corporate Profiling:

  1. Navigate to the Workflow Management screen.

    Figure 3-55 Workflow Management – Summary



  2. In the Workflow Code field, enter the approval workflow code to be searched.
  3. In the Workflow Description field, enter the description of the approval workflow to be searched.
  4. In the Workflow Type field, select the type of workflow to be searched.
  5. Click the Search.
    The Workflow Management screen with search results appears based on the searched criteria.
  6. Perform one of the following actions:
    • Click the Workflow Code link to view details of the selected Approval Workflow.

      The Workflow Management - View screen appears.

    • Click Create.

      The Workflow Management - Create screen appears.

    • Click Cancel to cancel the transaction.
    • Click Back to navigate back to previous screen.