Planning Workflow Overview

Workflow Tour

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
  

Update a workflow step

• Click an open status
  

• Update the workflow status to advance through the workflow steps