Guide to Workflow Onboarding

Introduction

Welcome to Workflow Onboarding! Throughout the process, you'll learn to configure a Workflow process as an administrator, and you'll see the process from start to finish from the perspective of various users. After testing your knowledge with an assessment, you’ll receive an award of completion. 

Onboarding Structure

Before you begin, we strongly recommend that you complete Faculty Success Onboarding & Training if you haven't already. Many of the concepts in Workflow build upon knowledge gained as a Faculty Success administrator, so understanding areas such as security and custom reports make you a successful Workflow Administrator.

We've broken down the Workflow content into sections based on the specific part of the setup process and by the user personas we'll assume along the way. The sections are step-by-step demonstrations by DMers, and they will give you the knowledge needed to pass the Workflow Assessment. Once you've reviewed all of the video content, take the assessment provided. 

Onboarding Content

You can access the certification content here:

Workflow Video Curriculum

The segments are chronological, and each builds on the knowledge gained from the one before it.

Prefer to learn in a virtual or in-person classroom setting? Take a look at our other training offerings.

The Workflow module is available to add to Faculty Success for an additional fee. To learn more about adding it for your institution, please contact your Client Success Manager.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

How to Contact Support
Click here to submit a ticket for the Support Team.
Watermark Academy
Click to access the Watermark Academy for free webinars, workshops, certifications, and free on-demand training