Creating customized workflows

Define customized workflows made up of specific customer steps, transitions, and actions to be further used in an audit process.

1. Click Comply > Tools and Views > Workflow Builder.
2. In the Event Type window, click Event Status.
3. Click Add Event Status to define a new Event Status. A list of event statuses are displayed.
4. Enter a description for the status and select the Is Final checkbox if the task is a final task in the workflow. Then, go to the next step.

   An example of a simple three-step workflow is: Open to Review state to Approve or Not Approved. Each step of the workflow is a separate Defined Task Event Status.

5. Click Event Type and then click Add Event Type Definition to define a new Event Type.
6. Enter the description and designate the first task in the workflow.
7. From the Available Status list, select all the status for the workflow and then select the arrow to move to the Allowed Status list. Click Save.
8. In the Defined Event Actions section, click New.

   From the simple three-step workflow example, an Event Action of Under Review has a prior status of Open and a next Status of Review State. The Event Action of Approved follows Under Review with a prior status of Review State and next status of Approve after review. Or the Event Action of Not approved has a prior status of Review State and a next status of Not Approved. A signoff capability for designated reviewers per Event Action, continuous or sequential, is available.

9. Enter a description for the event action and designate prior status, next status, and sign-off for this event action. Click Apply.
10. Repeat Steps 9 and 10 until all event actions are described and designated.
11. Under Roles, select an event type status and click Roles to define who can see the event when it is in a particular Event Action.
    For example, assign roles to define who can see events that are "Under Review" and who can see events that are "Approved".
12. Under Assign Security Roles, mark all roles that you want to assign, click Apply to save security role choices, and then click Back.
    Remember: You see only the roles that are assigned to your account.
13. Repeat steps 13 through 14 until all roles for the event type status are defined.
14. Click Comply > Tools and Views > Audit Process Builder to schedule the workflow and build and show workflow reports. See the Audit Process Builder steps under Define a Report Task.