Getting Started with STEP Workflows

This portion of the material introduces the user to basic STEP Workflow functionality, including creating a simple workflow and accessing tasks within it. More advanced material can be found in the Advanced Workflow Topics section of the Workflows documentation here, but it is recommended that users be well-versed in the introductory topics before beginning advanced functions.

If you are new to workflows, it is recommended that you read the material in the suggested order, as topics build upon one another.

However, if you are concerned only with the end user functionality (working with tasks in a workflow), as opposed to designing and configuring a workflow, review the Working with Tasks in Workflows section of the material here.

Suggested Reading Order:

1. Workflow Terminology

2. Workflow Privileges

3. Initial Setup for Workflows

4. Creating a Workflow

5. STEP Workflow Designer

6. Views and Mappings for Workflows

7. Working with Tasks in Workflows

8. Managing Workflows