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Create a Signoff Flow for End of Phase Enrollment

Trish Griffin avatar
Written by Trish Griffin
Updated over 3 months ago

What is this?

A signoff flow determines who should approve (sign off on) a User’s training

Why am I learning this?

Signoff flows ensure that training has been reviewed and acknowledged.

What will I learn?

By the end of this module, you will be able to add a Signoff Flow for End of Phase Enrollment.

Add a Signoff Flow for End of Phase Enrollment

1 - Settings

2 - Workflow

3 - Sign-Off

4 - Add Sign-off Flow

Add Sign-off Flow pane

  • Fill Name of Flow

  • Select Type - Phase Enrollment

  • Click Add Level

Level 1

  • Select Context User

  • Select User Type

  • Toggle permissions for Required, Review, Return

Add Level

Level 2

Add Custom User

  • Toggle permissions for Required, Review, Return

  • Click Add Custom User

Save

View new Signoff Flow

Use Edit Pencil to make changes

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