This guide will help you create and publish new workflows within Continu.
Step One: Click Share on the left hand navigation
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.
You can choose if you'd like to enable Recompletions or not with the Require Unique Completions Toggle. Enabling this toggle will allow the workflow to assign content that has been previously completed by the user.
- 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.