Creating a New Process

  • How to Configure a Workflow Template

    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. Workflow Templates allow you, as a Workflow Administrator, to arrange the sequence of steps your process goes through each t...

  • How to Configure Steps in a Workflow Template

    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 configured the Steps within a Process, you can adjust the settings and attributes of each individual Step. The...

  • How to Configure Workflow Forms

    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 all of the Steps you need in your Workflow Template, we recommend going back through each step to set up the ...

  • Managing Form Security in Workflow

    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. Your Workflow processes may include steps with sensitive information that should not be visible to all process participants...

  • How to Configure a Workflow Template with Branching Options

    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. For more complex review processes, such as promotion or tenure, Workflow has additional process branching options to handle...

  • How to Configure a Workflow Template with External Reviewers

    Access to this product feature is dependent on your institution's Watermark agreementBase ☐ | Faculty Accomplishments ☐ | Reviews, Promotion and Tenure ☑ | Web Profiles ☐ In processes that involve external reviewers to access materials in Workflow, a template can accommodate suggesting and vetting reviewers, along with the ability to have reviewers outside your institut...