Learn how to add departments or individuals to the list of workflow review options. This list appears in the status tab of all modules. These configuration steps are available to container administrators.
Instructions
Sign in to your site
Navigate to Admin Tools, and select Database Management:
Select Utility Modules:
Click Departments in the right side menu:
Note:
"Department" is the term we use for any group that needs its own workflow review option.
Scroll down to the Add New Entries To List section. Enter the name of the new review stop (department) in a blank field:
Example: If you need a review entry for a plan reviewer named Bill, enter something like "Plan Reviewer - Bill". This lets staff choose Bill to manage plan reviews for a specific record.
Click Save List:
Repeat steps 4 to 5 to add additional entries, as needed (you can add up to 3 entries at a time)
Navigate to Users Within Departments in the right-side menu:
Select the department you just created from the dropdown menu:
In the Assign Users box, select one or more users by clicking the checkbox to the left of their name:
Set Department Permissions as necessary
Note:
Check the box in the Modules column to apply Add, Edit, and Delete permissions, or check boxes in individual columns to customize permissions.
Click Assign Users to Department to save the changes:
The new department(s) and associated users are now ready for use in any module's status tab