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- Click on the Workflow tab
2. Click Add button
3. Enter a Workflow Number
See Note below for additional information.
4. Enter the Workgroup
5. If assigning this to a specific person, enter/select the Worker
6. If this WF item is ready to be worked, enter a Start Date
.
Optionally, choose a Scheduled Date, and/or enter an Estimated Time to complete the workflow.
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7. Click button.
Note: A couple of things to remember about Workflow numbers.
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