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Adding a Workflow Team

Administrators can create one or more workflow teams to identify the individuals who participate in the various workflows that need to be implemented for the companies, contracts, and projects stored in the Novatus system. A workflow team works in conjunction with a workflow template and a routing table (if the template contains an approval step).

  To quickly and easily create a Workflow Team, use the Copy feature if an existing Workflow Team has many of the same members as the new Workflow Team you want to create.

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A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions.

B

Workflow link

Select to display a Workflows menu.

Note: If the Workflow link is not present, you do not have the permissions to use this feature.

C

Workflow Teams option

Click on the Workflow Teams button to display the Workflow Teams browse screen.

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D

New button

Click to display the Workflow Team Edit screen.

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E

Team Name and Team Description fields

Enter a descriptive name for the Workflow Team in the Team Name field. Provide a concise description of the functions of the Workflow Team in the Team Description field. Precise names and descriptions will help users select the correct team when launching a workflow.

Note: If the text you enter exceeds the viewing area of the field, click the Expand link to display a window that will allow you to view the text in its entirety.

F

Add Team Member
button

Click to display the Address Book window with a list of people that can be added to the Workflow Team.

Note: Team members must be program users. At a minimum, team members must also have Viewing permissions to the company or contract used in the workflow or they will not be able to close a workflow step or approve a Gateway step.

G

Search option

To quickly locate a person, enter the first few letters of their name (first or last), email address, or other identifier in the Search field, and click on the icon. To clear the filter, click on the icon. You can also scroll through the list, or use the previous and next arrow icons to move forward or back one page in the Address Book.

H

Person record

Click on a person's name to select the individual as a team member. The name of the selected team member displays in the Workflow Team list box at the top of the Address Book.

  • To select multiple names, hold down the Ctrl key on your keyboard while clicking on each additional name.
  • To remove a name from the Workflow Team, click on its icon in the Workflow Team list box.

I

Submit button

Click to add the selected individuals to the Workflow Team and close the Address Book.

J

Team member record

Verify that you have selected all the correct team members.

Use the icon to remove an individual from the team, and the Add Team Member button to add another person to the team.

K

Excel button

Click if you want to view and/or print a spreadsheet showing the names of all the workflow team members, their email addresses, and their user functions. The Excel program automatically launches and displays the list, which you can format to your specifications.

L

Save button

Click to add the workflow team.

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