- 06 Aug 2024
- 1 minute to read
Create an approval workflow
- Updated on 06 Aug 2024
- 1 minute to read
As a Site Administrator you can create new approval workflows for your site by following these steps:
- Go to Quick-access menu > Approval workflows > Manage approval workflows.
- Click Create workflow.
- You will need to give the workflow a name and select a workflow type. Optionally you can also add a description or edit the auto-generated Workflow ID.
- Click Next.
- Select an approval form to use by searching/browsing existing approval forms on the system, then click Next.
- You will now need to add an assignment by selecting the Assignment type from the dropdown menu, then browsing or searching for your desired assignment. A workflow can be assigned to an organisation, position, or audience; the assignment makes it available to applicants that have a matching job assignment or audience membership.
- Once you have selected your assignment, click Create.
You have now created a basic workflow with a starting applicant stage and an end stage, but you may wish to configure it further by adding additional stages and enabling notifications.
Next steps
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