Skip to main content
Skip table of contents

Setup Workflows v3.1

Purpose

This document is designed to explain how to create a workflow in the CMS.

Prerequisites

Navigating Forrit One CMS v3.1

Workflows v3.1

Roles v3.0

Supplementary

Managing Tasks v3.1

To set up a workflow requires Workflow Manager permissions. Please see Roles v3.0 for more information.

Set up a workflow

  • Navigate to the Workflow screen from the Settings menu.

  • Click Add new workflow.

  • Enter a name for the workflow, then press Save.

  • Click the Add new workflow stage button.

  • Enter a name for the stage and set the number of approvals required. Press Add.

  • Add as many workflow stages as needed, then click Save.

  • The new workflow should be visible in the table in the grid with all the other policies. All workflows are automatically active within the project and will be immediately available for use in tasks.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.