Selecting Workflow

RiskVision creates a workflow instance for each assessment. The workflow instance specifies the process stages, the stakeholders and participants, automatic run-time controls, and stage transition requirements.

Each assessment in the program transitions through the various stages on independent timelines. The program is considered complete when all assessments reach the terminal stage. Modifications to the assessment process affect that workflow instance only.

The workflow template notification dates, and program recurrence and assessment duration settings determine the milestones.

Select an existing workflow template or click Create a new template. For more information about workflows, see About Workflows.

The workflow template preview pane displays the stage numbers and stakeholders. Stakeholders shown in bold receive notifications.