Configure account-level workflow templates

If you have account setup permissions, create account level workflow templates to standardize workflows across your studies. Templates are available in the study workflow template library when setting up your study workflows.

You must have a user role with Account workflow template management permission to complete this task.

1. In the top navigation bar, hover over account and select workflow configuration.
2. In the left panel, click plus () to add a new template.
3. Enter a unique Workflow template name (required).
4. Enter an internal-only Workflow description.
5. If preferred, check the box to allow digital signatures on CDA documents.
6. Enter Study workflow information text that will display in Oracle Site Select LITE. Format the text as preferred.
7. Enter a Completed workflow message that will display in Oracle Site Select LITE. Format the text as preferred.
8. In the Workflow Tasks section, click Add workflow task to display a "New workflow task" form.
9. In the task form, select the Task type. The form updates as necessary to display any unique options and fields for the task. Complete fields as necessary and repeat to create all tasks desired for the workflow template.
10. Click and hold order () to drag and drop tasks into the preferred order.
11. Scroll to the top of the page and click Save.