Event Workflow Configuration
In CMO, an Event Workflow includes the hand-off of responsibility in an Event from one person to another and/or from one step to another. It may also include reversal of steps in case of a rejection. Workflows include check points that allow it to move through all steps and actions before closing. Steps may have due dates and custom notifications. Permissions within the workflow grant or restrict access for users to complete steps, and can be configured down to a granular level deciding which users can answer certain questions. Workflows may be configured to initiate when certain triggers, response types, or risk levels are met. The Event Workflow engine is extremely versatile and completely accessible from the admin workflow menu.
Click into the guides below for more detail on configuring Event Workflows.
Note: The articles below apply to version 15.02.25 of CMO.
- Workflow Configuration Prerequisites
- This page details considerations that should be answered before the Workflow Configuration process begins.
- Create an Event Workflow
- The information below outlines how to create a new Workflow and defines the respective fields in the New Workflow screen.
- Initiate a Workflow
- This page introduces the different ways to initiate an Event Workflow and details how to configure them.
- Setting Event Workflow Permissions
- This page introduces the different permission to set for Event Workflows and provides navigation links to configure each type of permission setting.
- Terminate a Workflow
- These instructions detail how to terminate a Workflow.
- Workflow Status
- This section details various ways to view the status of an Event Workflow.