Create a Workflow Template

Create repeatable and predictable processes.

• A Workflow is a set of Tasks.
• A Workflow Template determines the Tasks that will be in the Workflows after they get triggered.  
• Configure Workflow Templates related to business processes you want to track and manage. 
• Learn more about best practices for configuring Workflow Templates.

Create a Workflow Template

1. login to ARproactive.com > Login > Workflow Automation
2. go to Workflow Templates
3. At the bottom of the page enter the Workflow name > click Add new workflow
4. select if the Workflow is Attached to a Balance or a Resident
5. click Add a Task
6. Enter the Task name, Task description (these will appear in your User's Inboxes and Workflow screens)
7. Select the Task Owner and Task Due Date
   1. To create a new Task Owner rule click Edit Rules .  Contact workflows@arproative.com to schedule training on how to create Owner rules.
8. To add more Tasks click Add a Task.  You can add/edit Tasks later, as well.
9. click Save Workflow
10. To create an automatic Trigger: Trigger downdown > select Automatically (edit)
    1. Under New Trigger, using plain English, type in the "if-this-then-that" rule for triggering this workflow. 
    2. click Save new trigger
    3. Contact workflows@arproative.com to schedule training on how to create Trigger rules