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.
CREATING & UPDATING SITE WORKFLOWS
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
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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