Adding Workflows

Users with the Create Workflow permission in their Security Profile can add workflows.

To add workflows, click the navigation icon and then click the Evaluation Workflow link from the administration sub-menu. The Workflow tab displays containing the list of workflows. To add a workflow, complete the following steps:

1. Click the button on the action bar located at the top right of the workflow table.

2. A new tab will open with New Workflow as the tab title.

3. Enter a valid Workflow Name and select at least one Scorecard.

4. See Editing Workflows for more details.

Click the Save button on the action bar located at the top right of the edit workflow tab. The tab will refresh, and the workflow name will now display as the tab title.