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Workflow steps

Permit steps represent the individual segments in a workflow. Workflow Steps can be associated with a permit type in any combination or order through the Workflow tab. 

Adding a workflow step

  1. Click on Administration from the navigation menu, then select Permitting Setup.
  2. Click Steps.
  3. Click the Create New button.
  4. Enter a Name for the step.
  5. Use the Description field to describe the step.
  6. Enter how many days it will take to complete this step in the Default Processing Duration field. Use the drop-down menu to select Business Days or Calendar Days.
  7. Enter how many days the cycle will take to complete in the Default Cycle Processing Duration field. Use the drop-down menu to select Business Days or Calendar Days.
  8. Enter how many days prior to the end of the processing duration a notification should be sent in the Default Notification Duration field. Use the drop-down menu to select Business Days or Calendar Days. *Note: This setting will change the color of the step on the assignee's User To-Do List as well as send an email notification, if that event subscription has been selected.
  9. Ensure the Active box is checked to display this step in the list of available workflow options when adding steps to a permit type or an existing permit..
  10. Add any Statuses associated with this workflow step.
    1. Use the drop-down menu to select a Status.
    2. Select the corresponding State in the drop-down menu.
    3. Ensure the Active box is checked if this status should show on the workflow step.
    4. Click Add to display an additional row. Repeat this process to add any additional statuses.
  11. Add any Actions associated with this workflow step.
    1. Click Add.
    2. Enter a Name and Description for the action.
    3. Ensure the Active box is checked if this action should show on the workflow step.
    4. Click Add to display an additional row. Repeat this process to add any additional actions.
  12. Click Save.

 

Copying a workflow step

Workflow steps with similar configurations are often needed. After setting up the first workflow step, you can easily copy the configurations from one workflow step to a new one.

  1. Click Administration in the navigation menu, then select Permitting Setup.
  2. Select Steps.
  3. Select the step from the list to copy.
  4. At the bottom of the page, click Copy.
  5. Enter a New Name and New Description for the workflow step.
  6. Check the Copy Actions box if you wish to copy the actions from the original step to the new step.
  7. Click Copy. The new step will be created with the same configurations of the original step.