Define Workflow Phases

When you create a workflow a method of coordinating multi-step processes involving one or more users, you define the phases, or steps that must be completed.

To define workflow phases:

1. Do one of the following:
• Log on to the Special Education view.
• Log on to the District view.

2. Click the Admin tab.
3. Click the Workflows side-tab.
4. Select the workflow you created, and click Phases on the Workflows side-tab.
5. On the Options menu, click Add. The New Workflow Phase page appears.
6. Type a name and description.
7. Select the Inconsecutive access checkbox if this phase does not have to be completed in order.
8. Select the Show on portlet checkbox if this phase should appear on the Home page in the Tasks area, for the participants you define.
9. Click Save.

Note:We suggest defining all phases for a workflow before you define outcomes for each phase.