Creating a Workflow

What type of process can I make?

Any form based process can be digitised with Gatekeeper. The most powerful workflows also integrate the creation and/or updating of Supplier and/or Contract records, directly within the workflow. 

 To get started select “Workflows” from the main navigation.

New workflow

Click the ‘Add’, then ‘Add New Workflow’

Give the workflow a Title and add a Description, if useful, and hit ‘Save’.

 The Workflow will open with two default phases already added: 

‘Start Form’ & ‘Workflow End’

With the workflow now set up, read the following article to learn how to:

  1. Add Forms to a Workflow
  2. Add Phases to a Workflow