What are Workflows?

Workflows are the most detailed level of an application and outlines the process an application goes through once the form is submitted in order to be approved and a permit issued. This is where each specific type of permit or license is defined.

Defined at the Workflow level:

  • Payments due and Fees
  • Sign Off Departments
  • Inspections required (& inspection checklists)
  • Documents that are issued (e.g. permits or licenses)
  • The order of steps

 

To create a Workflow:

  1. Go to the specific Record Type
  2. Click on the Workflows tab
  3. Click on the Workflow's name
    • To add a new workflow, use the Add a Workflow section on the right side of the page.
  4. On the Workflow's page, click on Click to Add a New step to build the steps of your workflow.  Select one of the following steps:
    • Approval
    • Payment
    • Document
    • Inspection
  5.  Add as many steps as needed.  Steps can be re-ordered by dragging and dropping.
    • You can also choose when steps are active: Either after the previous step is completed or concurrently with the previous step

 For more information, please see How to Configure a Workflow.

 

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