Manage Workflows

SUMMARY

Creating and editing Workflows

Using Workflows in Wecan Comply

Creating and editing Workflows

1. Click on Settings, in the top menu.

2. In the Vault Settings section, select a Vault then click on the Workflows menu.

3. Click on Create button.

4. Choose a Workflow name.

5. Click on Create step.

6. Click on a step to edit it.

7. Choose a step name.

8. Choose the type of validation:

• By a Relation Manager. Learn how to add a Relation Manager to a relation
• By step members (Users or Groups).

9. Select users and groups by clicking on the drop-down menus.

10. Click on Save.

11. Click on Save.

Using Workflows in Wecan Comply

Workflows allow you to set up validation systems. Today you can only create and edit sequential workflows.

Available Workflows:

• Sequential: a series of steps to be respected, validation of one step triggers the request for validation of the next group. Ex: Finance Team THEN Legal Team
• Conditional: a series of steps that can be carried out in parallel. Certain conditions can be applied. Ex: Finance Team OR Legal Team
• Forced: certain workflows cannot be modified to reflect legal and standardisation issues.