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Assigning Form Reporting Workflows

Workflows combine reports into a single process.  This makes assigning forms and reports simple, since assigning a single workflow collates all the documentation required.

Instructions

  1. Go to Learning Library › Forms.

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  2. Select the Workflows link.

  3. Select the Assign Users button.

    image-20250327-140621.png

  4. Select workflow and then select Departments, Groups, Jobs and Employees to assign learning to.

    image-20250327-140647.png

  5. Add a query in the Query Builder to add a group of people to this Workflow if required.

  6. Once done, press Save and Close to save the Workflow.

Assign workflows instead of forms, it is a better way of assigning forms since it also assigns reports to the selected users.

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