Planning Workflow Overview
  • 27 Oct 2023
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Planning Workflow Overview

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Article summary

Workflow Tour

Planning Workflow Tour.png


  1. Workflow Actions: From the Workflow Actions button you can add a workflow step, reorder workflow steps, bulk assign workflow steps, and bulk update workflow steps.

  2. Completed steps: Completed steps have a checkmark next to them. If you have permissions in the system, you can reopen a completed workflow step.

  3. Update status: Click the workflow status to select a new status or advance the workflow

  4. Workflow Group: Steps in a workflow group can be completed at the same time.

  5. Workflow step assignments: When a workflow step is assigned, it will show up in the user's

  6. Delete a workflow step


About Workflows

  • The workflow is a checklist.
  • Each workflow is customized by planning type for and by your jurisdiction.
  • The workflow keeps things in order and ensures steps are taken in the correct order and that steps in the process are not skipped.


Moving Through the Workflow

  • How the workflow keeps things in order
    About a Workflow Group.png


Update a workflow step

  • Click an open status
    Planning workflow, click status to advance workflow.png


  • Update the workflow status to advance through the workflow steps
    Planning, update workflow status.png