View/change the Applicant employed workflow

By default, Profit contains a workflow (Sollicitant indienst) with which the applicant is reported as employed by the appropriate user. You can change the workflow.

To view/change the 'Applicant employed’ workflow:

1. Open Profit.
2. Go to: CRM / Dossier / Configuration / Dossier item type.
3. Open the properties of the dossier item type. Sollicitant indienst.
4. Go to the tab: Workflows.
5. Open the Sollicitant indienst workflow.
6. Click on: the + to see the entire workflow.

   

   You now see the supplied workflow with the tasks and actions.

7. Click on: an action or task to view the properties.
8. Change the Users per task if you want the task (dossier item) to go to another user.
9. Click on: Save.
10. Click on: Publish.

See also:

• Add an action to a workflow
• Add a task to a workflow