Summary
Work Flow Templates are used to create process work flows in the application. There are two kinds of work flow notification alerts: Information and Approval.
- Information - When a user completes a step, an email notification will be sent to any Springbrook user specified in the notification window.
- Approval - When a user completes a step, an email notification must be sent to a specific user who must approve the step. This user can decline the step, which means a notification is sent back to the user that originally completed the step. The user will still be able to select the next step on the palette.
NOTE: Work Flow Templates are used to create process work flows in the application. An improperly set up work flow template can cause problems that could prevent users from completing core processes in the application. Because this process is quite complicated, Springbrook recommends contacting our toll-free Customer Support Team at 1-866-777-0069 if you have any questions.
Step by Step
1 View the work flow templates that have been created.
- Open the Work Flow Template screen (SS> Maintenance> Work Flow Templates).
- The Work Flow Template screen will display all work flow templates that have been created in the application.
- Select a template and click DELETE to delete the selected template.
- Create and Edit functionality will be released in an upcoming service pack.