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Editing a Workflow Team

Administrators can edit a Workflow Team by adding and/or deleting members of the team. They can also edit a Workflow Team by changing its name so that it is more understandable to users, as well as editing its description to further assist users in selecting the correct team for a workflow. A workflow team works in conjunction with a workflow template and a routing table (if the template contains an approval step).

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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

Workflow Team record

Locate the workflow team you want to edit, and click on it to display the Workflow Team Edit screen.

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E

Team Name and Team Description fields

If you want to change the name of the Workflow Team or its description, click in the Team Name field and/or the Team Description field, and type over the existing text.

Important: Use caution when re-naming Workflow Teams since Novatus allows duplicate Workflow Team names.

F

Add Team Member
button

If you want to add a member to the Workflow Team, click the Add Team Member button. The Address Book launches so you can select additional team members. If you do not want to add any team members, proceed to Step J.

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

Delete icon

Click on the icon for a team member if you want to remove them from the Workflow 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 save your changes and edit the Workflow Team.

 

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