This guide will help you create and publish new workflows within Continu.
Step One: Click on the Admin section of Continu
Step Two: Navigate to the Workflow section
Step Three: Click on the Add a Workflow button
Step Four: Select the Audience that best suits your Workflow.
Press Next once you've selected the Audience.
Step Five: Select the additional Criteria that is needed to trigger your Workflow (Note: This step can be skipped, if not required)
There are three Criteria sections:
Is Associated With: This workflow will trigger for the user who is already affiliated with a Department, Group, Etc.
Is Added to: The workflow will trigger when users are added to a particular Department, Group, Etc.
Hired Range: The workflow will trigger when users are hired today, 30 days ago, within the last specified days, or a specified amount of days ago.
Press Next once you've selected your Criteria.
For more information on setting up Group Criteria, please see the Group Workflows guide.
Step Six: To Assign content, search for the content and select it. Assigned content will show up as a required assignment for the learner, and can be given Due Dates.
Step Seven: To Share content, search for the content and select it. Shared Content will be sent to the learner, but will not be a required assignment and cannot be given a due date.
Step Eight: Create a name for your workflow. This name will appear on the Workflow Admin Page if you need to edit, activate, or deactivate the workflow.
- Escalate to Manager: This toggle will allow notifications to send to the Assignee's Manager
- Escalate to Buddy: This toggle will allow notifications to send to the Assignee's Manager
- Add Escalation Contacts: This option will allow notifications to be sent to any user within Continu. When selected, an option will appear to search for Escalation Contacts
Step Thirteen: To activate your Workflow click the Pencil icon. Click on the Activate link to Activate your Workflow.