Creating & Updating Site Workflows

One of the most important configuration settings for the Issues module is the Site Workflow. The Site Workflow approval step comes after the investigator/Action assign reviews and is the last gate before the issue moves into the implementation step (Issues/Actions Lifecycle). Similar to document categories with documents, sites define the workflows for issues. 


1. Log into the ZenQMS

2. Click on your name in the upper righthand corner and choose Administration from the drop-down 

3. Click Configuration on the lefthand side, located under Site Management

4. Select the Workflow Templates tab


5. From the drop-down menu, select Screen_Shot_2018-10-09_at_3.28.31_PM.png

6. Select a Site from the next drop-down menu

7. Update the step name, approval reason, delegation settings, and/or users/user groups

8. Click 

9. (optional) If you would like to add additional workflow steps, click , fill out the required information, and click 


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