Selecting Delivery > Workflows from the Configuration section of the side menu will open the Workflow List page. This page displays the available status workflows for your learners, applicants and opportunities.

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For each workflow, the following details are shown:

• ID Code

• Type – This indicates the type of record that can be linked to the workflow.

• Title

Filtering the List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

• Type

• Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.

Exporting the List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Workflow Actions

Selecting Create from the top-right corner of the page will open a window where you can Create a New Workflow.

The following options are available by selecting the ... icon by a workflow in the list:

• Summary – This will open the Workflow Summary, where you can view and edit the status transitions that make up the workflow.

• Edit – This will open a window where you can edit the workflow Title.

• Delete – This will delete the workflow. You will be prompted to confirm before the workflow is deleted.

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