Workflow management

Used to capture different file related activities which will take place at a given period of time and the person handling. This allows you to work on a particular activity and ensure it is done at the specified time frame.

Steps:

  1. Log into the system
  2. Go to File Management Module under Notes section click on the Workflow Management link
  3. Click on the “Add Workflow” button at the top left of the page
  4. A new workflow form will pop out
  5. Fill in all the details accordingly in the provided fields
  6. Scroll down and click on the “Save Workflow” to submit once you are done