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Assigning Workflows to a Staff Document

Workflows are used to add specific functionality to documents, dictating what type of document is being used and what actions should be taken with it (i.e. OIG, Fillable Forms, etc) 

Accessing Workflows: 

  • Click the Settings icon at the top-right corner of any screen. 
  • From the Settings menu that appears in the top-left, select Staff Library.

Must Know! Only Super Admin and Full Access users for the facility will be able to see this area.

  • To assign a workflow to a new document, click Add Itemundefined-Jan-31-2025-02-23-46-2892-PM.  
    • To add or modify a workflow to an existing document, click the pencil iconScreenshot 2025-02-26 at 2.14.47 PMnext to the item. 
  • Select the desired workflow from the dropdown menu.  

edit-credentialing-dialog

To use the workflow: 

  • Select the workflow. 
  • If a fillable form appears after selecting the workflow, choose the form that will be used for this workflow. 

Types of Workflows: 

  • Fillable Form Workflow: 
    • MUST SELECT a Fillable Form to make it available for sending a request to complete. 
  • OIG Workflow: 
    • Option to enable monthly monitoring. 
    • Automatically checks the verified date.