PolicyHub Workflow - Part 1 of 4: Workflow Designs That Steamline Policy Review and Approval
This is part one of a four part series of tips and tricks that will cover the entire workflow process, from creating a new workflow through applying it to a policy and reporting on the progress. This video covers how to create, edit, activate, copy and delete workflow designs.
Workflow Overview - 0:01 |
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Create a New Workflow - 2:43 |
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Adding Actions to a Workflow - 9:41 |
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Validate A Workflow - 14:08 |
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Activate a Workflow - 15:05 |
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Edit An Existing Workflow - 15:17 |
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Delete A Workflow - 15:41 |
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Copy A Workflow - 16:02 |
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Client Success Center - 16:29 |
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Videos In This Series - 16:44 |