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Authorise a workflow

Authorise this process so that users have access to the functionality.

Configure authorisation:

  1. Go to: General / Management / Authorisation tool.
  2. Go to the tab: Group maintenance.
  3. Select the group to authorise.
  4.  Go to the tab: Menu.
  5. Go to: General / CRM / Dossier / Configuration.
  6. Select the Dossier item type check box.
  7. Go to the tab: Authorisation.
  8. Go to: CRM / Dossier / File type / Tabs.
  9. Authorise the tabs Feature combinations, Response templates and Workflows.
  10. Close the Authorisation tool.
  11. Click on Yes in the message.

    De omgeving opent automatisch opnieuw, met de nieuwe instellingen.

Directly to

  1. Configure a workflow for use of InSite or OutSite
  2. Authorise a workflow
  3. Authorise workflow activities
  4. Workflow intervention
  5. Add a dossier item type for a workflow
  6. Configure the destination of a dossier item type for a workflow in InSite and OutSite
  7. Make a dossier item type visible in InSite and OutSite
  8. Features of a dossier item type
  9. Add a feature group
  10. Add a page for a dossier item in InSite
  11. Dossier and workflow in OutSite

Process

Configure a workflow