Launching Your Process

  • Adding Candidates to a Schedule Post-Launch

    There may be times where an additional Candidate needs to be added to a confirmed or launched schedule. This could occur if a Candidate was missed in the initial launch, or was assigned the incorrect department and needed to be re-launched to route to the correct reviewers. Instead of creating a new standalone, separately managed schedule for the additional Candidate, y...

  • How to Configure Custom Email Settings

    Email Settings allow you to control email types, frequency, and add information to the notification emails sent to task contributors. These settings are configurable for each step for a new schedule. A summary of the selections is available from the main Schedule overview. To access the details, click the Configure text within the step that needs to be changed. Configu...

  • What are Workflow Schedules?

    You can access the Workflow Administrator Certification videos here. Once you have created your Workflow Template and Role Groups, it's time to create a Schedule. This piece connects the Template and Role Groups, and allows you to set your Workflow Process in motion. Schedules allow you to set up a new "run" of any of your templates, and they define the deadli...

  • Creating a Schedule for a Workflow Process

    You can access the Workflow Administrator Certification videos here. Now that your Template and Role Groups have been configured, you can Schedule your Workflow Process. In this section, you will select your faculty candidates and Role Groups, as well as define the deadlines for each step. Scheduling a Process is the final administrative step before the proces...

  • Launching a Schedule for a Workflow Process

    You can access the Workflow Administrator Certification videos here. Launching a Schedule Once you have a Schedule created and saved, you should take a few moments to review and confirm all details of your Workflow Process. Once you have done this, you can click the "Confirm" button on the Edit Schedule screen. When you click "Confirm," the system will run val...

  • How to Adjust Reviewers or Committee Members Post-Launch

    We understand that when a Workflow Schedule is launched to a candidate, the administrative reviewers, committee chairs, and members for your process may not be entirely defined, or circumstances post-launch may necessitate a change in reviewers. Therefore, Workflow allows you assign a committee chair and leave members blank until it is known who they should be and the a...