Create a Workflow

Before you can create a workflow, you must first upload a workflow pack.

To create a Policy Planner or Policy Optimizer workflow, complete the following steps.

1. On the toolbar, click Workflow > Workflows.

For Policy Planner

2. Click Create.
3. Select a Workflow Type from the list of available workflows.
4. In the Create Workflow <name> dialog box, enter a Namefor the workflow.

Up to 255 characters, and only letters and numbers are allowed. No spaces or special characters.

5. Click Save.

The workflow type will be listed in the Create New Ticket list within Policy Planner.

For Policy Optimizer

2. Click Create.
3. Select a Workflow Type from the list of available workflows.
4. In the Create Workflow <name> dialog box, enter a Namefor the workflow.

Up to 255 characters, and only letters, numbers, and spaces are allowed. No special characters.

5. Click Save.