Helios Ed

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Workflows Dashboard Overview 1. Click "Workflows" from the Dashboards menu 2. Here you can see all of the workflows that are in your ...

Workflow Designer Overview 1. Click "Workflow Designer" 2. In the Workflow Designer menu, you can edit existing workflows or Add New...

Approve, Reject, or Redirect a Workflow 1. From the Workflows Dashboard, Workflows are visible based on User Access. District Admin users have acces...

Limiting User Access to Workflow Types In the Workflows Dashboard Inbox, users see the Workflow Types that are pertinent to them - access to Workflow Types...

How to Link Directly to a Workflow - Easy Access for Employees to Initiate a Workflow from the Employee Portal Workflows are versatile and timesaving. When...

Updating/Changing Workflow Approvers Do you need to add or change an approver to an already existing workflow? You've come to the right place. ...

Updating Approvers in a Workflow Criteria Made by Helios Ed with Scribe We are going to cover how to search for approvers in Workflow approval criteria a...

In workflows, each step has three approver slots. Approvers added to these slots are always notified when the workflow reaches that step. Any of these sl...

When configuring workflow routing, consider which steps should have editing access. For example, if a workflow has three steps and you want the originator a...