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This feature is currently in betasection is only available if you have the Workflows licence. Please Get in Touch if you are interested in using itthis feature. |
Selecting Add Post Action in the Actions tab will open the new action process.
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The rest of the process will depend on which Action Type you choose. Each type, and how to set it up, is explained in the Workflow Action Codes page.
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If you are creating an action for an Appointment, you will be able to choose between impacting the appointment record or the record for the first learner that is linked to the appointment. Action types that look at the learner record will have Learner at the beginning of the type name. |
Once you have entered the details, select Save to continue. The rest of the process will depend on the Action Type you have chosen, though all take place in some version of the process shown below.
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