As a LearnPlatform administrator, you can manage product workflows in Settings at the Workflow Management dashboard. You can view all workflow details, edit assigned reviewers, add assignees, stop a workflow, or delete a workflow. You can also send reminders to reviewers or read the workflow AI generated summary.
Learn more about creating a product-vetting workflow or a date-triggered workflow.
Open Workflows Management
Click the Management drop-down menu [1]. Then click the Workflows link [2].
View Workflow Management Dashboard
On the Workflows tab [1], a table displays existing product workflows [2].
Search Table
To search for a workflow by product or workflow name, enter text in the Search field [1].
To clear the search field, click the X icon [2].
Filter Table
To view only particular types of workflows, click the Workflow Type drop-down menu [1]. Then select a workflow type. For product vetting workflows, select the Product Request checkbox [2]. For date-triggered workflows, select the Date-Driven checkbox [3].
To view only workflows that are complete or incomplete, click the Workflow Progress drop-down menu [4]. Then select the Complete checkbox [5] or the Incomplete (ie. in progress) checkbox [6].
View Workflow Details
The workflow table displays workflows and associated products. You can view the workflow title [1], a product using the workflow [2], the workflow start date [3], the workflow progress [4], the current active step of the workflow [5], the product approval status [6], and the product privacy status [7].
View Workflow Options
To view options for the workflow, click the Options icon [1]. Available options include the following actions [2]:
- Preview Process: Preview the workflow process template
- View Workflow: View workflow details page
- Stop Workflow: Stop the workflow
- Delete Workflow: Delete the workflow
- New Workflow: Start an organization workflow
Open Workflow Details Page
To view workflow details, click the product name link.
View Workflow Details Page
The workflows details page displays all workflows associated with the product. For example, if Product X had a new product workflow, and then one year later receives a date-driven review workflow, you can view details for both workflows.
To search for workflow, enter text in the Search field [1]. You can also filter by workflow type [2] or progress [3].
To preview the workflow, click the Workflow Preview link [4].
A table of workflow events displays. You can view the step name [5], forms involved [6], requester or reviewer names [7], the step progress [8], and the review due date [9].
Edit Workflow Assignees
To stop the workflow while viewing the workflow details, click the Stop Workflow button [1].
To view the product request form that was submitted via the workflow, click the Requested By name link [2].
To delete a reviewer, click the Assignee Edit link [3]. Then click the trash can icon for a reviewer.
If a review form was submitted by a reviewer, a link displays. To view a submitted form, click the reviewer name link [4].
To add review assignees, click the Add Assignee link [5].
Notes:
- If all reviewers are deleted, you can mark the step as completed or as skipped.
- The current step is not marked as completed until all assignee's have completed their reviews.
View Skipped Steps
If any steps of the workflow are skipped, a toggle button displays. To view skipped steps, click the Show skipped steps toggle button.
Send Reminder to Reviewer
To send a reminder to a reviewer whose due date is past, click the Send icon.
View Workflow AI Summary
If available after the final step, you can view an AI summary of the all the reviews submitted.
