Purpose Statement
This document outlines the steps for configuring incident workflows
Incident Workflows
Once a user has filled out all the pertinent areas in an incident, there will be option to submit in the upper right corner of the screen
Note: This option only exists if you have both a workflow created and assigned to the incident type as well as global workflow setting enabled.
- To configure the workflow, navigate to the Admin Tab and then go to Company Settings>Global Setup>Workflows. Generally speaking, you will want to use the default workflow for incidents and adjust accordingly for each client. Click “Add Default” and from the workflow type, choose “Incident Types”.
- A pop-up will appear allowing you to type in a default email address that all emails would come from in the incident workflow. You also will be able to choose a group of approvers for the HR Admin Approval Step. Neither of these are required fields. Once complete, click “OK
- Once you click “OK” the following default screen will open:
Note: You can set up different workflows for different incident types. You will need to assign the correct workflow to the appropriate incident type.