Adding Work Groups

Work Groups are used during the design of automatic workflows. This feature provides the ability to group individuals together who may be responsible for performing particular activities. Notification of a Work Group would be a parallel notification. All users in the Work Group would need to complete their assigned tasks before the form can progress in the system.

To add a Work Group:

1. Click Work Groups under eForms on the Tools & Setup window.
2. Click Add.
3. Enter the Name and Description of the Work Group.
4. Click Save.
5. Click Exit/Cancel.
6. Click Members.
7. Click Edit.
8. Select users by loading items or using the search items functions.
9. After adding user in the member’s box, click Save and then click Exit/Cancel.

The name of the Work Group will be available during the Workflow Design function.