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Workflow Admin Training
Throughout the process, you'll learn to configure a Workflow process as an administrator, and you'll see the process from start to finish from the perspective of various users.
Before you begin, we strongly recommend that you complete Faculty Success Onboarding & Training if you haven't already. Many of the concepts in Workflow build upon knowledge gained as a Faculty Success administrator, so understanding areas such as security and custom reports make you a successful Workflow Administrator.
The Workflow contents are divided into sections based on the specific part of the setup process and by the user personas assumed along the way. The sections are step-by-step demonstrations by DMers given by Watermark.
- Creating a Workflow Process Template
Course Learning Outcome: Understand how to configure a Workflow Template, including configuring the process, each step in the process, and the forms in each step.
b. Using Process Branching Options
Course Learning Outcome: Understand the available Workflow process branching options and how to apply them in different scenarios.
c. Managing Reviewer Role Groups
Course Learning Outcome: Understand the concept of Role Groups and how they interact with Workflow Templates to create a larger process.
d. Launching Your Workflow Process
Course Learning Outcome: Understand the concept of Schedules, steps for configuring them, and how to launch a Schedule for a process.
e. Submitting to a Workflow Process
Course Learning Outcome: Understand where to find submission forms, how to complete and submit them, and how to track the status of a process.
f. Reviewing a Workflow Submission
Course Learning Outcome: Understand where to locate, review, respond to, and submit responses to a submission, as well as how to track the status of a process.
g. Managing and Monitoring Launched Processes
Course Learning Outcome: Understand the administrative tools at your disposal for monitoring and managing Workflow processes post-launch.
The segments are chronological, and each builds on the knowledge gained from the one before it. Since each of these modules builds upon the last, you must watch them in the order that they are listed below.
Happy learning!
Please log into Faculty Success (Digital Measures). Click below for the video Links
Workflow Onboarding Curriculum – Watermark (watermarkinsights.com)