Access to this product feature is dependent on your institution's Watermark agreement
Base ☑ | Faculty Accomplishments □ | Reviews, Promotion and Tenure ☑ | Web Profiles □
Workflow Administrators for Reviews, Promotion, and Tenure have access to monitor all submissions, configure templates/schedules, manage role groups, and assign permissions. Users who are assigned as Workflow Administrators will also receive in-app updates regarding the latest features for Workflow.
Adding a New Workflow Administrator
The Workflow Administrator permission operates independently from that of a Faculty Accomplishments Administrator and is not managed through Users & Security. An account can be designated as a Workflow Administrator but not as a Faculty Accomplishments Administrator, and vice versa. Therefore, if a user needs Workflow Administrator permissions, the Faculty Accomplishments Administrator must submit a General Work Request, providing the following information:
"Add [user's username] as an additional Workflow Administrator."
When onboarding new administrators, it's important to always specify if the user account should be configured with both Faculty Accomplishments and Workflow Administrator permissions. Once the work request to add a user as a Workflow Administrator is completed, the specified user will gain access to the additional tabs within the Workflow utility that will display as below.
Each tab equips the user with tools for Workflow, and a breakdown of each tab's functionalities is the following:
- Configuration: The Configuration tab empowers you to create templates, schedules, and role groups to launch your processes.
- Permissions: Users may be granted permissions to access the Submission Table, facilitating the monitoring of submissions.
- System Settings: Settings can be set up to establish default email configurations across all schedules.
- Submissions: The Submissions tab provides access to the Submissions Table for effective monitoring of submissions.
- Tasks: In this tab, you can see all the tasks the user is currently involved in, awaiting their contribution.
Note: To Access as a Workflow Administrator may not be limited to a specific unit.
Reviewing and modifying Workflow Administrators
Administrative access to Workflow is overseen by Watermark. To view the list of users with administrative access or modify their roles, kindly submit a General Work Request for your request.
Workflow Administrator Resources
Reviews, Promotion, and Tenure Administrator Training (Self-Guided)