Creating a New Workflow Process

Select the Search tab and then select Workflow in the Category field.

Select Process Name|Process Version in the Search Type field.

To search for the Benefits Approval process, enter BENAPPRV|* in the Search field.

To view all available processes, enter *.

You can use the Benefits Approval process as a template for processes that you create to enable other benefits enrollment processes.

To initiate a search, click the magnifying glass button on the Search field.

In the left pane, expand the project tree and focus on the Objects node.

Expand the project tree that includes your own address book number.

To move the workflow process into your project, in the Search pane, double-click BENAPPRV.

Alternatively, you can click BENAPPRV and then click the arrow that is pointing left between the panes.

In the left pane, click BENAPPRV and then click Copy.

On the Copy Non-OL Object form, complete these fields:

Copy To Process
To identify benefits enrollment processes, assign a name such as BENAPPR401, BENAPPRMAR, BENAPPRNHR, or BENAPPROPN.
Copy To Version
Description
Product Code

Click OK.

On the Workflow Design form, select the Design Tools tab and then click Start Workflow Modeler to make any changes to the workflow process.

Note: You must delete all active instances of a workflow process and make it inactive before you can modify it.

When you are finished modifying the workflow process, click the Save button and then select Exit from the File menu.

On the Object Manager Workbench form, search for your copied process in the right pane and move it to your project in the left pane.

Click the copied process in your project, and then click the Design button between the panes.

On the Workflow Design form, select the Design Tools tab, and to activate or deactivate the workflow process, click Change Workflow Status.

Prior to entering changes to the process you need to deactivate the process.

To save changes, click OK.