Workflow Setup

You will learn how to configure a Workflow.

You will learn

1. How to setup Workflow
2. How to add/change steps in the Workflow
3. How to add/change approvers in the Workflow Steps
4. How to setup Workflow Group
5. How to add Workflow(s) in the Workflow Group
6. How to add User(s) in the Workflow Group

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1	Step 1: Create a new Workflow

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1. Log in to the ACPS system using username and password (Active Directory)
   
   
   
   
2. Under Setup section in your menu, select Workflow button
   
   
   
   
3. Click the New button and enter workflow info.
   Note: Workflow Name and Description are based on who are the approvers (you can customize with your preferred name and description).
   
   
   
   
4. Click the Save Changes button located at bottom right corner of the table.
   
   
   
   

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2	Step 2: Add Workflow Steps

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1. Expand Workflow record and click the New button to insert step. Enter data for last approver step. Then Save Changes.
   
   • Step Type = End
   • Description = Approver Desc. (your preference)
   • Approval Needed = approval count before proceeding to next step
   • Final Approver = Tick
   
   
   
   
   
2. Click again the New button to insert step. Enter data for first approver step. Then Save Changes.
   
   • Step Type = Start
   • Description = Approver Desc. (your preference)
   • Approval Needed = approval count before proceeding to next step
   • Final Approver = Untick
   • Next Approver = Select the Final Approver Desc.
   
   
   
   
   

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3	Step 3: Add Approver(s) in the Workflow Step

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1. Expand step record and click the New button to insert record. Assign desired employee to approve.
   
   
2. Do the same with other Workflow Steps