When set up and enabled on the Manage Programs screen, a Participant workflow template will give the User a quick guide at the top of the page with links that will take them to specific actions.
A workflow will help move Users through the process of working with a client in ETO. This workflow feature is not as robust as our newer workflow add-on but can be a good alternative to those organizations who do not have it.
Keep in mind that Quick Start is the default name assigned to this feature, but it can be renamed by the Site Administrator.
In-Depth Instructions
Step 1 – On the Navigation Bar, click "Site Administration". Then select "Manage Programs".
Step 2 – Find the Program you wish to setup a workflow template for and click Edit in the Take Actions column.
You can only add workflow templates to Programs that already exist. You will not be able to add a workflow template on the Add New Program page.
Step 3 – On the "Information and Settings" tab, scroll to the bottom of the page and click on the Participant Workflow button.
Step 4 – Check the box next to Enable the Participant Workflow Module for [Program Name] to enable the workflow.
Step 5 – You can rename the workflow from the default "Quick Start" to anything you like by clicking in the text box.
Step 6 – Click "Save".
Step 7 – The page will save and reload. Click on Add an Action.
Step 8 – Select an action type from the drop-down.
You will have three options: Point of Service Element, Assessment, and Referral.
Step 9 – Give the action a name by clicking in the text box.
Step 10 – Click "Add".
Step 11 – If desired, repeat Steps 7 - 10 to add additional actions.
Step 12 – You can Edit an action by clicking the Edit link on the right.
Step 13 – You can delete an action by clicking the "Delete" link on the right.
Step 14 – You can reorder the actions by clicking the drop-down under the # column and selecting a different number than the one currently assigned to the action.
