Workflow Categories

Workflow Categories enables Organisation Administrators to create Categories for Workflows. These can be used to search for Workflows in a public facing website.

You can add Categories at two levels:

• Workflow Category Root
  This is the parent level of category, for example, Clinical or Admin.
• Workflow Category
  This is a child level of category, for example, if Clinical is the Workflow Category Root then Diabetes is the child Workflow Category.

Create Workflow Categories

1. From the main Dashboard select Administration.

2. Expand the Workflow/Guidelines section.

   

3. Select Workflow Categories.

4. Select Add Workflow Category Root from the toolbar.

   Note - The Workflow Category Root needs to be created before you add Workflow Categories.
5. Enter a Description, for example, Clinical.

   

6. Select Save to create your Workflow Category Root.

7. Select the appropriate Workflow Category Root and select Add Workflow Category from the toolbar.

   

   Note - You can also select a Workflow Category and add a new Workflow Category, for example, select Diabetes and add a child category of Type 2.
8. Enter a Description for your Workflow Category, for example, Diabetes.

   

9. Select Save to create your Workflow Category and X to close the pop-up.

10. Repeat to create further Workflow Categories as required.

Edit Workflow Categories

To make changes to your Workflow Categories:

1. Select your Workflow Category/Workflow Root Category from the list.

2. Either double click on the Category or select Edit Workflow Category from the toolbar.

   

3. Edit the Description.

   

4. Select Save to update your Workflow Category and X to close the pop-up.