1.3 Process Flow for Administrator

The system administrator configures the application.

Figure 1-1 Process Flow for Administrator

This figure shows the workflow for Administrator users. After Installing the Application, Provisioning Users, and Loading Client-Specific Data, Admins can Create New Pipelines or Import and Copy Pipelines. Once Pipelines are configured, Admins should Set and Test the Thresholds, Create Jobs, and Configure and Execute Batches.

An asterisk * indicates this step is optional. You can choose to copy pipelines and save it as a new copy based on your requirements.