Steps to Creating a Workflow

To create a new Workflow:

• Plan your Workflow
  See - Workflow Preparation.
• Create the Workflow and add Nodes
  See - Creating a Workflow.
• Update Node Properties
  You can change the size and style of the Node, edit the text and set PDF properties.
  See - Managing Workflow Nodes.
• Connect the Nodes
  Link Nodes together to provide visual representation of the Workflow.
  See - Connecting Workflow Nodes.
• Update the Related Information for each Node
  Embed additional information:
  • Add Free Text
  • Add Guideline Link
  • Attach PDF
  • Add URL
  • Add Workflow Link

  See - Using Related Information .

• Order Nodes for PDF Output
  See - Ordering Nodes.

• Review the Workflow Properties
  This includes adding Keywords to make your workflow searchable, setting the Public status, Author Details and Review Dates.
  See - Workflow Properties, Making a Workflow Public, Author Review Date and Workflow Taxonomy.

• Send for Review
  Have your Workflow reviewed prior to publication:
  • Send a Workflow for Review
  • Reviewing a Workflow
  • Complete Review
  • Action Review Comments

  See - Workflow Review Process.

• Publish your Workflow
  See - Publish a Workflow

The Pathway Developer tool can enhance the Workflow further by adding integration into clinical systems, to enable both viewing and recording of coded data within the Workflow. Please contact your Account Manager or click here for more information.