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What are Workflow Schedules?
Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☐ | Reviews, Promotion and Tenure ☑ | Web Profiles ☐
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 Templa...
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Creating a Schedule for a Workflow Process
Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☐ | Reviews, Promotion and Tenure ☑ | Web Profiles ☐
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 wi...
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How to Configure Custom Email Settings
Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☐ | Reviews, Promotion and Tenure ☑ | Web Profiles ☐
Email Settings allow you to control the email types and frequency, as well as add information to the notification emails sent to task contributors. This is accessed by going to the "Email Settings" tab...
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Configuring a Schedule for Joint Appointments
Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☐ | Reviews, Promotion and Tenure ☑ | Web Profiles ☐
During the academic year, faculty members may hold multiple appointments across departments, colleges, or other units. Handling input from each of these appointment's committees may be captured in the ...
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Launching a Schedule for a Workflow Process
Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☐ | Reviews, Promotion and Tenure ☑ | Web Profiles ☐
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 de...
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Troubleshooting Workflow Confirming
When a workflow schedule is ready to be launched, you will confirm it to begin the validation process. Validation can take a few minutes and will typically return a few items that need to be resolved prior to the schedule launching successfully. This includes required updates such as role groups missing reviewers for a specific scope (i.e., Department), or incomplete fo...
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Adding Candidates to a Schedule Post-Launch
Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☐ | Reviews, Promotion and Tenure ☑ | Web Profiles ☐
There may be times when an additional Candidate must be added to a confirmed / launched schedule. This could happen if a Candidate was missed in the initial launch or was assigned to the incorrect depa...
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How to Adjust Reviewers or Committee Members Post-Launch
Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☐ | Reviews, Promotion and Tenure ☑ | Web Profiles ☐
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-l...