How do I create a Workflow?

Below is a brief outline of how a Workflow is created. You can also view this helpful VIDEO and/or refer to these SLIDES for detailed instructions on “Creating an Automated Assessment Process with Workflows.”

  1. Click “Workflows” under the “Authoring” tab.  (Screen 1)
  2. Click the green “+ Create Workflow” button.  (Screen 2)
  3. Choose “From Scratch” or “From Existing”
  4. If you selected “From Scratch,” complete the Name and Description fields and click “Create Workflow.”  (Screen 3)
  5. If you selected “From Existing”, select the Workflow from the dropdown menu and enter a new, unique Name and Description, then click “Create Workflow.”
  6. The next screen shows a list of available activities in the left-hand column.  Click on a desired activity to begin.  (Screen 4)
  7. If assistance is needed, click on the “?” in the upper right-hand corner of the screen to access our online resource.  (Screen 4)
  8. PAN also offers personal or group training.  Please contact your account manager for information and pricing.

NOTE:  The following subscription levels have access to the “Workflow” feature:

Screen 1

Screen 2

Screen 3

Screen 4