How to Create a Workflow?

 

Here are the steps to follow:

  1. In the Study Manager (Green tile labeled Projects), click the Templates tab in the green toolbar
  2. Click Workflows in the Templates submenu
  3. On the Workflow List page, click New Workflow
  4. In the Workflow Name field, enter your preferred Workflow name e.g. Workflow 1, Measurements, Group 1 Workflow etc.
  5. Click Add Task button
  6. In the now showing drop down list, select the first Task to be added to the Workflow
  7. Click Time Point button 
  8.  Click Set Time Point 1 to add the planned Time points for the first Task
  9. In the pop box, set the following criteria:
    1. Repeat
    2. Repeat Every
    3. Start Date
    4. Flexibility
    5. Ends on
  10. Click Done
  11. Repeat steps 5-10 to Add more Tasks to the Workflow
  12. Click Submit when all Tasks of interest have been added to the Workflow

Following the aforementioned steps, you would have created a New Workflow and added the required Tasks with their respective Time Points.

If you have any further questions, please contact us with your inquiry.

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