Sophie Crawley
Articles
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Arbor Workflows: Activity Page
What is the Activity Page?Keeping track of workflows is essential for the effective use of Arbor Workflows. When workflows are initiated, all workflow editors, managers and any designated followers...
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Arbor Workflows: Taking Action: Activity Page
At times, it might be necessary for a user to take action on a workflow. There are two types of actions that can be taken via the Activity page: actions to the workflow and actions to a step.Action...
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Arbor Workflows: Taking Action → Editing Forms
Editing already submitted formsIt is possible on Habitude to edit already submitted forms. Whether it be due to an error on submission or change of circumstance, being able to edit forms gives wor...
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Arbor Workflows: MyThings
Your workflows are designed to be unobtrusive, informing you of a task to complete, only when necessary. We communicate with you the need to complete a task by email. We understand that school ema...
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Arbor Workflows: Viewing Workflows & the Workflows tab
Workflows live at the core of Arbor Workflows. They are a series of automated steps, each with a unique behaviour.To delve deeper into understanding what exactly a workflow encompasses, you can che...
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Arbor Workflows: Creating a Workflow
To find out more about what a workflow is see What is a Workflow? and Workflows.To get started creating a workflow, the first step is to log into your account.You access this directly from your MIS...
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Arbor Workflows: Testing a Workflow
Whether you're building from scratch, or building from a Template, Test Mode is a great way for you to run a workflow from start to finish and check what all the steps do and how it runs. It means ...
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Arbor Workflows: Publishing a Workflow
How can I publish changes I have made to a Workflow? Once you're happy with the changes you've made to your workflow, it's time to Publish.Publishing creates a new version of the workflow with your...
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Arbor Workflows: Adding a Workflow Step
A workflow is a repeatable set of steps. If you think of a process as “what” you need to do (i.e. new staff onboarding), a workflow helps you accomplish this by allowing you to create each of the s...
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Arbor Workflows: Adding a Checklist
Checklists are a series of tasks that a user needs to complete. Arbor Workflows can see whether a task is complete, share a key document within the list or have an important document signed. What i...