Create a New Workflow

To create a new workflow, navigate to the workflows list, and click on the '+ Create' button at the top of the listing.

• Enter the Workflow Name - you will want to use a name that describes the workflow. For example, you could include the program name and condition details. E.g. Merchandising Audit Score <50%.
• Add a Description - add a brief description of the workflow.
• Select the Products that will serve as data sources for the workflow. 

• Click the 'Create' button. 
• Select the frequency at which the workflow will run (this is how frequently your 'action' will be required). 
  • Select the frequency Daily, Weekly, Monthly, Quarterly
  • Select the recurrence (everyday/weekend for 'Daily', day of the week for 'Weekly' etc)
  • Select the appropriate time and timezone
• Select your settings for the workflow
  • Condition  - what must be true for the action to be created?
    • Condition: Duration/Record Count/Score Percentage/Sentiment Score
    • Operator: less than, greater than, etc
    • Value
      • For Duration, this is # of minutes
      • For Record Count, this must not be 0
      • For Score Percentage, the value is between 0  and 100
      • For Sentiment score, the value is between -1 and 1
  • Locations - either evaluate all locations or specified locations in the hierarchy against the workflow condition
  • Lookback Period - analyze the data from a specific date, until a specific date, or for a dynamic (rolling) period of X days. 
• Select any Data filters that may apply to your workflow: 
  • Should this workflow look at only records from specific programs or records that have a specific tag or hierarchy attribute associated with them?
• Select the action(s) to be performed each time the workflow is executed (based on the set frequency)
  • Create/assign a case for the location
  • Create a Check audit for the location (select program)
• Save your workflow
• Important! Be sure to open the workflow and enable it when you are ready to start running this workflow.