Creating a New Process

  • Managing Global Defaults Through System Settings

    Introduced in January 2022, the System Settings page for the Reviews, Promotion and Tenure module of Faculty Success enables administrators to tailor some of the global defaults for common process elements, particularly those related to email notifications. The System Settings page is available to users who are configured as a Workflow Administrator, and can be accesse...

  • How to Configure a Workflow Template

    You can access the Workflow Administrator Certification videos here. Workflow Process Templates allow you to arrange the sequence of steps your process goes through each time it runs. Templates can be re-used an infinite number of times. Within the Workflow utility, your Templates appear like flowcharts that illustrate the various steps in your process. The nu...

  • How to Configure Steps in a Workflow Template

    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 customizable attributes of a particular Step are as follows: Name of the step The "Action Label" of the step. (This changes the verbiage on the button that routes the ...

  • How to Configure Workflow Forms

    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 to set up the Form for each Step. "Form" refers to the data collection form — comprised of instructions, reports, data points, narrative fields, and other relevant information — that will be available t...

  • Managing Form Security in Workflow

    Your Workflow processes may include steps with sensitive information that should not be visible to all process participants. With this in mind, you have the ability to control the visibility of each form. In the Security tab of the template builder, you can easily determine who should see what and when by utilizing the lock and unlock icons on each step. Select each ste...

  • How to Configure a Workflow Template with Branching Options

    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 for different scenarios, such as: Appealing a decision Rebutting/responding to a reviewer or review committee Withdrawing a submission from further consideration Opting...

  • How to Configure a Workflow Template with External Reviewers

    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 institution easily access materials and submit their review. The steps below outline how to utilize both the External Reviewer field type and External Review step type to design t...