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Mitratech Success Center

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 

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