Roles

Select the Project, Program, or System level that the workflow is going to be used for. 

The user list will automatically be populated based on who has permissions to the project.

This tab is used to define Workflow Roles, assign users to those roles and to assign the Document Manager for the Workflow.

Highlight the Workflow Role you wish to edit, then click on the Edit button.  Once changes are made, click Save.

Click to Add a new role.  Type the role name in the role column, then use the drop down menu in the user column to select the user to assign to the role.  Once complete click Save.

Use this option to select a user that will need to have his/her workflows delegated to another user.  Options include the ability to select project(s), delegating or replacing, new or current workflows and end dates.

This person will receive all workflow notifications and have the same rights as the original User for this workflow role for this project.  The delegate can be used when the original user will be unavailable to fulfill their workflow role.

Select a Document Manager for the Workflow. Check the boxes that apply to the Document Managers Workflow rights.

Checking these boxes will determine when/if the Document Manager will be notified during all workflows

Checking these boxes will determine what rights the Document Manager will have while workflows are in progress.

You can select one other user who will be copied on all notifications that the Document Manager receives.