Adding a topic workflow configuration

Typically, organizations use only one topic workflow configuration. You can add a blank topic workflow configuration that includes a minimal design for topic workflow. You can define the fields, workflow states, user access levels, e-mail notification rules, and templates.

Alternatively, Empirica Signal provides a Sample Topic Workflow Configuration which you can use as a starting point for a new topic workflow configuration.

1.         Click Settings, and click Manage Topic Workflow Configurations.

The Manage Topic Workflow Configurations page appears.

2.         On the Manage Topic Workflow Configurations page, click Add Workflow Configuration.

The Add Configuration page appears.

3.         Enter a name and a description for the topic workflow configuration.

Note:

4.         Click Save.

The topic workflow configuration is added to the list on the Manage Topic Workflow Configurations page.

5.         It is recommended to test a topic workflow configuration before you assign it to a login group. To test, do the following:

A.        Set your user preference for Topic Workflow Configuration to the new configuration.

Note: Only users with the Manage Topic Workflow Configurations permission can set this preference.

B.        Log out and log back in.

C.        Click the Topics tab to add and edit topics that use the new configuration.

D.        When you are finished, assign the topic workflow configuration to the login group.

 

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