Workflow Details - Step 2: Configure Steps - Info Module Tab

Navigating to Info Module for a Workflow
  • Expand Settings and click Workflow Management from the menu.

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  • Click the name of the workflow.

    CHR_-_Workflow_-_Edit_Create_-_01.png

  • Click the Configure Steps tab. 

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  • Click the step name if you are editing. Otherwise, use the Actions drop-down menu and click Add to add a step.

    CHR_-_Workflow_-_Configure_Steps_-_Edit_Add_-_00.png

  • Click the Info Module tab. If you are unable to click the tab, then you must first configure the "Configure Step" tab. For more information, you can refer to the following article

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Select a module that should be completed by the employee in the workflow step, then click Save.

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