Workflow Settings

In Workflow Settings, Admins set up important details like workflow statuses, issues in the workflow, timeline, and members of the workflow group. The workflow configuration is laid out in the room’s configuration manual and is set up upon room creation. It is highly recommended that any changes to the room’s workflow settings should be made by the Trial Interactive Service Desk.

It should be noted that there are some functions associated with the workflow that are not available to users below the level of Super Administrator (Service Desk Personnel) and that attempts to alter a room’s workflow without the appropriate training and access may result in the loss of data and documentation or the unintentional exclusion of documents from the QC workflow.

To access the Quality Control Settings:

Navigate to the Navigation Grid -> Settings -> Workflows.