Navigating Workflow / Form Administration

Workflow / Form Administration provides fine control over how users interact with Forms. 

Forms 

Forms contain fields and graphical elements that collect information, signatures, and approvals from your users. You may perform the following actions:

• Create a Form
• Edit and Publish a Form Version for users who have the Administrators Role

Processes 

Processes (also called Workflows in Compligo) coordinate work across an organization using stages, decisions, rules, timers and notifications. You may perform the following actions:

• Set a Process to Active or Inactive
• Set Keystage Routing Rules

Start Menu Categories 

Start Menu Categories organize Activity Templates (usually Forms) that can be started from the Home and Library Tabs. You may perform the following actions:

• Add a Start Menu Category
• Edit a Start Menu Category

Personnel File Folders 

Personnel File Folders organize and secure filed activities. Please review the following articles to:

• Add a File Folder
• Edit a File Folder
• Manage File Folder Permission Groups

Time Off Request Types 

Time Off Request Types are used by employee's to request time off in a manner that aligns with the organization's time off policies. You may perform the following actions:

• Add a Time Off Request Type
• Edit or Deactivate a Time Off Request Type

The Pay Plan Library 

The Pay Plan Library contains rich-text documents that can be used to define how employees will be paid. These Pay Plans can be used as part of a Workflow to manage the creation, distribution, approval and signatures for an employee's Pay Plan. You may perform the following actions:

• Add a Pay Plan
• Edit or Deactivate a Pay Plan

Related Articles

• Navigating Queue Administration to set up Queues
• Navigating Workspace Administration to manage Activity Templates
• Navigating Library Administration to manage Library Items